Members

Invite teammates to your workspace and manage their permissions.

Where do I manage members?

Settings has a Workspace members section where you can see the team list, invite people, and remove them in one place. The member count is shown next to the heading.

Inviting a member

Invite a teammate by email. Type their email and Invite to send it.

1. Enter the invitee’s email in the field under Workspace members.
2. Press Invite (Enter also works).
3. An invite email is sent to the person, and an invite notification is added to their inbox in the app.
4. The new member appears in the list with a Pending badge.

Once the invited person signs in with that email, they join the workspace and the pending state clears.

Pending invites

A member who hasn’t signed in yet shows a Pending badge next to their name. It stays until they log in, after which they automatically become an active member.

Roles

Each member has a role, shown as a badge beside their name.

• Admin — the person who created the workspace, with access to settings, members and billing — full access.
• Member — a teammate who joined by invite and handles day-to-day selling.

Removing a member

You can remove someone who has left the team.

1. Press the × button to the right of the member in the list.
2. Confirm when the dialog appears.
3. The member disappears from the list and can no longer access this workspace.

A paid plan is required

Inviting members requires a paid plan. On the free plan, an invite attempt shows a message asking you to upgrade. To work as a team, first visit Billing and upgrade your plan.

Practical tips

• Assign owners to contacts and deals so Today and Actions stay organized per owner.
• When a new member joins, point them to the intro and Today screen first so they get up to speed quickly.
• Workspace name and logo live in Settings — set them up before your team arrives.

Related

• Settings — workspace info, currency and defaults
• Billing — plan, usage and payments
• Connected accounts — Google sign-in and Contacts