Invite agents to your workspace, assign them to leads, control who can see billing.
Before you start
- You are the workspace owner or admin
Steps
- 01
Open Team settings
Settings → Team → + Invite teammate.
Settings → Team - 02
Enter their email and pick a role
Owner (full access), Admin (settings + team), Team Member (leads + inbox + bills), View Only.
Teammate emailteammate@yourbusiness.comRoleTeam Member - 03
Send invite
They receive an email with a signup link. Once they set a password, they see the workspace immediately.
- 04
Assign leads and chats
From any lead or chat, click Assign → pick a teammate. That person becomes the owner and gets notifications.
Tips
- For a 3-person shop: 1 Owner + 1 Admin + 1 Team Member is typical. Give View Only to accountants who only need reports.