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Invite as many teammates as you like. You pay per connected account, not per seat.

Invite a teammate

  1. Open Settings → Members and select Invite teammate.
  2. Enter their name and email, then select Next.
  3. Choose what they can use, then select Invite.
They get an email with a link to join. Until they accept, the invite shows as Invite sent. You can resend or revoke it from its menu.

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.

Remove a teammate

Open their menu and select Remove member. To leave a workspace yourself, open the menu on your own row and select Leave workspace. You lose access to its accounts, campaigns and conversations, and the owner has to invite you again to come back.