Team Management

Managing Your Team

The Team tab in Settings allows Admins to invite new members, manage roles, and remove team members.

Inviting Members

1. Go to Settings → Team
2. Click Invite Member
3. Enter their email address
4. Select a role: Admin or Member
5. Click Send Invite

The invited user receives an email with a link to join your workspace. Invitations expire after 7 days.

Roles & Permissions

• Admin — Full access to all features including integrations, team management, billing, and workspace settings
• Member — Can manage conferences, leads, tasks, emails, and budgets. Cannot access integrations or manage other team members

Removing Members

Admins can remove team members from the Team tab. This revokes their access to the workspace immediately. Their assigned tasks and data are preserved.

Related: Profile & Account Settings · Setting Up Your Workspace