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How to Invite Team Members

Last updated: 2026-04-01

Invite Team Members


  • 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.

  • 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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