Invite your team
Add teammates with an invite link or a password you set, choose their role, and remove access when someone leaves.
Go to Settings → Users & invites. There are two ways to add someone.
Send an invite link
- 1Click Invite.
- 2In Invite a teammate, enter their email and choose a role, then click Create invite.
- 3Copy the link from Invite link ready and send it to them yourself (by email, text or chat).
- 4They open the link, choose a password of at least 10 characters, and they are in.
Invite links expire after 7 days. Pending invitations are listed on the same page, where you can copy a link again or Revoke it.
Add a user with a password
Click Add user to create the account directly with a password you choose. Share it with them privately and ask them to change it under Settings → Profile after they sign in.
When someone leaves
Deactivate their user on the same page. They can no longer sign in, and their leads, deals and history stay in place and stay assigned to them until you reassign them.
Give every person their own sign-in. Accounts may not be shared, and each person's actions are recorded under their name in the audit log.