CRM
Team and roles
Invite your team with a role; the owner decides what each role can see and change.
Roles
Every workspace starts with Administrator, Member, Manager, Front desk, Sales and Viewer. Open Settings, Roles to rename a role, change what it can see or change in each area, add your own, or delete one. The owner is not a role: the owner can always do everything.
Invite someone
- Settings, Team, Invite a teammate.
- Type their email and pick a role.
- They get one email with a link that works for 7 days and sign in with that address.
Starter has 1 login and Professional 3; on Growth your whole team can log in, and Enterprise has unlimited logins.