Manage Workspace, Team, and Roles
Workspaces separate customers, teams, or projects. Roles decide who can read, edit, or manage data.
Roles
| Role | Typical use |
|---|---|
| Owner | Manage workspace, API keys, webhooks, billing, and team |
| Member | Edit leads, pipeline, follow-ups, and messages |
| Viewer | Read-only reporting and pipeline access |
| Master | Platform-wide administration across workspaces |
Invite a Teammate
- Open Team & Invitations or My Account.
- Create an invitation.
- Choose the role.
- Copy the invite link.
- Share it with the teammate.
Good Practice
- Grant owner permissions sparingly.
- Use viewer for stakeholders who only need reporting.
- Remove stale invitations and inactive members.
- Create API keys per system, not per person.
- Revoke keys when a system is retired.