Team & Permissions

Invite your colleagues and control what each one can access with role-based permissions.

Invite team members

Go to Settings → Team and invite people by email. They receive an invitation, set their own password, and join your workspace.

Your plan includes a number of seats (5 on Starter, 15 on Growth). You can add extra seats — see Plans & Pricing.

Roles & permissions

Different roles see different menus and data. For example, a salesperson may see only their own customers, while an owner sees everything.

If a teammate can't see a menu or record, it's usually a permission setting — an admin can adjust their role.

Good to know

Data is scoped by role, so people see what's relevant to them.
Removing a team member frees up their seat.
Owners/admins manage roles from Settings.