Invite a Team Member
Each person should use their own account. Their role and team settings determine what they can manage.
Where to find it: Admin → Settings → Members & Roles
What to do
- Choose Invite Member and enter the person’s correct work email.
- Select the least-privileged role that supports their job.
- Send the invitation.
- After acceptance, confirm status, lead access, campaign access, and any phone assignment.
Good to know
- Do not share an owner or manager login.
- An invitation can expire or be opened under the wrong email; resend it to the intended address when needed.
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