Inviting your team

1. 1Go to Settings → Team and choose Invite member.
2. 2Enter their name and email, and choose their role: Administrator, Sales manager or Salesperson.
3. 3They get an email to set a password. The invitation lasts 7 days. If it runs out, their row shows Invite expired: choose Resend invite to send a new link.

Your plan includes up to 5 people, including you. To take someone’s access away, find them in Settings → Team and choose Deactivate. The leads and customers they worked on stay.