Skip to main content
If you have staff, a business partner, or a virtual assistant who needs access to your dashboard, you can invite them as team members. Each person gets their own login and sees only what their role allows.

​
The Three Roles

RoleWhat They Can DoBest For
OwnerEverything. Full access to all features, billing, settings, and team management.You — the business owner.
ManagerEverything except billing and account deletion. Can manage leads, appointments, AI settings, and team.Office manager, senior staff, or business partner.
ViewerRead-only access. Can see calls, leads, appointments, and analytics but cannot change anything.Part-time staff, accountant, or anyone who needs visibility without control.
There’s always exactly one Owner. You can’t transfer ownership through the dashboard — contact support if you need to change the account owner.

​
Inviting Team Members

1

Go to Team Management

Click Settings > Team in the sidebar. Or navigate directly to the Team page.
2

Click Invite Member

Click the + Invite Member button at the top right.
3

Enter their email

Type the email address of the person you want to invite.
4

Choose a role

Select Manager or Viewer from the dropdown. (You can change this later.)
5

Send the invite

Click Send Invite. They’ll receive an email with a link to create their account and set a password.
The invite email is valid for 7 days. If they don’t accept in time, you can resend it from the pending invites section.

​
Pending Invites

After sending an invite, it appears in the Pending Invites section at the bottom of the Team page. From here you can:
  • Resend — Send the invite email again (useful if it went to spam).
  • Cancel — Revoke the invite before it’s accepted.
Once the person accepts the invite and creates their account, they move from Pending Invites to the Active Members list.

​
Changing Roles

1

Find the team member

On the Team page, find the person whose role you want to change.
2

Click the role dropdown

Next to their name, click the current role badge. A dropdown appears.
3

Select the new role

Choose Manager or Viewer. The change takes effect immediately.
Changing someone from Manager to Viewer immediately removes their ability to edit anything. They will see the change on their next page load.

​
Removing Team Members

1

Find the team member

On the Team page, find the person you want to remove.
2

Click Remove

Click the Remove button (or the three-dot menu, then Remove).
3

Confirm

Click Yes, remove in the confirmation dialog. Their access is revoked immediately.
After removal:
  • Their active sessions are terminated immediately.
  • They cannot log back in.
  • Their past activity (any changes they made) is preserved in your history.
  • They do not receive a notification that they were removed.

​
What Each Role Can Access

FeatureOwnerManagerViewer
View calls, leads, appointmentsYesYesYes
View analytics and reportsYesYesYes
Create/edit leads and appointmentsYesYesNo
Change AI settingsYesYesNo
Manage integrationsYesYesNo
Manage knowledge baseYesYesNo
Send SMS/email to leadsYesYesNo
Manage team membersYesYesNo
View and change billingYesNoNo
Change account settingsYesNoNo
Delete accountYesNoNo
There’s no limit on any plan. Add as many team members as you need.
No. Team member accounts are free. Only the business account itself has a subscription.
Currently, each team member invitation is tied to one business. If you manage multiple businesses, you’ll need to invite them separately to each one.
They can use the Forgot Password link on the login page. A reset email will be sent to the address they signed up with.