Member, manager, admin or owner — each level includes the one before it.
Click "Members" under Admin.
Click the menu on a member’s row.
Pick a role: members work their own book, managers see their reps, admins change settings and billing, owners can transfer the org. You cannot change your own role here.
"Join Requests" lists people on your domain waiting to be let in.
"Privacy" handles data export and erasure requests for the org.
Invite teammates
Add reps and managers to your organization with an invite link.
Set team-wide rules
Who can see whose contacts, who can edit sequences, and what happens when two reps have the same lead.
See how the team is doing
Forecast, activity and pipeline health per rep.
Set up your organization
Name, domain and logo for the workspace your teammates join.
Organizations and teams
Your org, its members and roles, and how reps join.