Team & invites
Everyone in your workspace shares the same clients, endpoints, and leads.
Inviting a teammate
From Settings, create an invite. You’ll get a single-use invite link to send to your colleague. When they open it and sign in, they join your workspace as a member.
Roles
- Owner — the person who created the workspace; full control.
- Member — invited teammates; manage clients, endpoints, and leads.
Invites expire, and you can see which have been used in the invite list.