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Click your **profile avatar** in the top-right corner. Select **Organization Settings**. Go to the **Members** tab. Click **Invite Member**. Enter their email address and assign a role.
Getting Started
How to Invite Team Members
Last updated: 2026-04-01
Invite Team Members
Roles
| Role | Permissions |
|------|-------------|
| Owner | Full access, billing, user management |
| Admin | Manage automations, integrations, all data |
| Manager | Manage team members' data, create/edit contacts and deals |
| Member | View and edit own contacts and deals only |
Free Plan Limits
The free plan includes 10 users. Need more? Upgrade to Starter ($7/user/mo) or Professional ($15/user/mo).
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