Account & billing

Invite, remove and manage team members

Keep workspace access current as responsibilities change.

4 min read · Updated August 2026

User access should match each person's current role. Review the team list regularly and remove access promptly when someone leaves the organization.

01

Invite a teammate

  1. Open Settings and choose Team.
  2. Select Invite teammate.
  3. Enter their work email and choose the appropriate role.
  4. Ask them to accept the invitation and enable two-factor authentication.
02

Change a role

Administrators can update a teammate's role when responsibilities change. Keep the number of administrators small and intentional.

03

Remove access

Reassign open deals, activities and automations before removing a teammate. Their historical activity remains on the relevant records.