Invite a teammate
- Open Settings → Members and select Invite teammate.
- Enter their name and email, then select Next.
- Choose what they can use, then select Invite.
Permissions
For each page, a teammate gets No access, Limited access or Full access. Use Set all permissions to set every page at once.
Dashboard, Pipeline, Inbox, Agents and Billing have no limited level: a teammate has either no access or full access.
Integrations, webhooks and API keys need full access to every page.
To change a teammate’s access later, open their menu in Settings → Members and select Edit permissions.