Management
Team Management
Invite members, assign roles, and manage your team.
Invite team members by email from the Team page. Each member gets one of three roles:
Owner — Full control over all settings, billing, and team management. There is one owner per team.
Admin — Can manage team members and most settings, but cannot change billing or transfer ownership.
Member — Can work on deals, complete actions, and communicate with clients, but cannot manage team settings.
Invited members receive an email invitation and appear as 'Pending' until they accept and sign in.