Bring your agents into the workspace so leads, appointments and reports are shared in one place. Inviting members and managing their access is done by the organization owner or an admin.
Roles
- Owner — full control of the organization, billing and members. Every organization has one.
- Admin — manages members and most settings on the owner's behalf.
- Member (agent) — works day to day with leads, appointments and the tools your plan includes.
Invite a member
- Open Organization from the sidebar and go to the members area.
- Invite the person and choose the role they should have.
- They accept the invitation and join your workspace — their access follows the role you picked.
Seats
Paid plans include a number of seats — how many members can actively use the paid features at once. Assign seats to the people who need them; you can reassign later as your team changes. See Subscription & billing for how seats relate to your plan.