Invite your team

Go to Settings → Team and choose Invite teammate, or add email addresses during setup. Inviting needs the manage-users permission — owners and admins have it by default.

Inviting someone

1. Enter their work email address.
2. Choose their role — this decides what they can see and do. See Roles and permissions.
3. Send the invitation. They receive an email with a link to join your workspace.

How many people

Your plan sets how many users your workspace can have, including you:

• Starter — up to 3 users.
• Business — up to 10 users.

See Your trial and plans.

Choosing roles

Most sales teams use:

• Salesperson for people who manage their own customers.
• Sales Manager for people who need to see the whole team, approve pricing and see product costs.
• Admin for people who manage settings and the team.

Only the Owner manages billing.

If the invitation does not arrive

Ask them to check their spam or junk folder, and check the address for typing mistakes. If the address was wrong, invite the correct address from Settings → Team.