Inviting your team and choosing roles

Invite a user

1. Open Users (also linked from the Settings menu).
2. Select Invite User, enter the person's details and pick their role.
3. They receive an email with a link to set their password and join your account.

Until the invite is accepted the user is shown as Pending invite, and you can resend the invitation from the list. Each user counts towards your plan's user limit.

The four roles

• Admin: runs the account, including users, settings and billing.
• Sales Manager: leads the sales team, and can see and reassign everyone's leads.
• Marketing Manager: brings leads in through imports, ad spend and campaigns, with full lead access.
• Sales Rep: works their own leads, follow-ups and demos. New users get this role unless you choose another.

Fine-tune what each role can do

Admins can open Settings → Roles & permissions to switch individual permissions on or off for each role. Changes apply to everyone with that role.