Manage Team Members and Roles

Add teammates without handing everyone the same access, via Settings > My Staff.

Adding a team member

Fill in name, email, phone, optional photo, set login credentials and role.

Admin vs. User

Admins have broad access. Users have restricted access limited to granted features.

Fine-tuning access with permission scopes

Toggle access to individual modules (Conversations, Workflows, Calendars, Contacts, Opportunities, Reporting) per user. Reuse a saved permission profile for future hires.

Restricting data visibility

Enable "Only Assigned Data" so a user only sees contacts/opportunities/appointments/tasks tied to them.

Security notes

Changing a login email triggers one-time passcode verification.