Skip to content

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.