Team & people
Invite your team
People join only by invitation.
- 1
Open Team and enter your colleague’s email and role.
- 2
They get an invite link by email (you can also copy it). The link works once.
- 3
They set a password and land in your workspace with the role you chose: Agent (sees only the leads assigned to them) or Manager (runs the workspace alongside you).
Good to know
- Members work leads and tasks. Admins can also change settings and see finance and HR. Only the owner can start paid modules or change roles.
Still stuck?
Ask Donna in the app, or send us a support ticket and a person will help you.
Create a support ticket