Inviting your team
Add people to a company, and choose what they can do.
Every plan includes unlimited users, so there’s no cost to adding people.
- Open Settings → Team.
- Press Invite someone, enter their name and email, and choose their role.
- They get an email with a link to set their password.
Roles
| Role | What they can do |
|---|---|
| Member | Work with customers, deals, projects, the inbox and chat in the companies they’re given. |
| Admin | Everything a member can, plus company settings, the team and integrations. |
Several companies
If you run more than one company, use Access next to a person to choose which companies they can see. People only see the companies you give them.
Still stuck? Get in touch and a real person will help.