How to invite your team

Go to Settings and choose the Team tab

Click Settings in the sidebar, then select the Team tab. You will see a list of current members and an Invite Member button.

Click Invite Member

Enter your teammate's email address and choose their role: Manager (full access except billing) or Agent (assigned leads only).

They receive an email invite

Your teammate receives an email with a link to join your workspace. The link expires in 7 days.

They accept and join your workspace

Once accepted, they appear in your Team list. Managers can view all leads and reports. Agents see only leads assigned to them.