Team Management

The Members page lets you invite colleagues to your company workspace, assign roles, and manage who has access to what.

Accessing Members

Click Members in the sidebar to view your team.

Viewing Team Members

The Members list shows:

• Each member's name and email
• Their role (owner, admin, member)
• When they joined
• Their current status (active, pending invitation)

Inviting a Team Member

1. Click the Invite Member button
2. A modal will slide in with the invitation form
3. Enter the person's email address
4. Select a role:
   • Admin -- Full access to all features and settings
   • Member -- Access to content and leads, but limited settings access
5. Click Send Invitation
6. The modal closes and the invitation appears as "Pending" in the member list

The invited person receives an email with a link to join your company. Once they accept, their status changes to "Active."

Managing Roles

To change a team member's role:

1. Click the member in the list
2. Select a new role from the dropdown
3. Click Save

Removing a Member

1. Click the member you want to remove
2. Click Remove Member
3. Confirm the removal

The member loses access to the company immediately but their account remains intact.

Best Practices

• Invite team members who need access to content creation, lead management, or customer conversations
• Use the Admin role sparingly -- only for people who need to manage settings and billing
• Review your member list periodically and remove inactive accounts

Tip: Each team member can customize their own notification preferences from their Profile page.

Next Steps

• Update Company Settings
• Manage Your Profile