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Managing your team: roles & invites

Owner, Manager and Setter roles, and how to invite or manage teammates under Settings → Team.

Written by Ivan Nedelkovski

Short answer

Invite teammates and control what they can see under Settings → Team. There are three roles.

Roles

  • Owner — full access to everything, including billing, team management, and connected accounts.

  • Manager — access to everything except team management, billing, and connected accounts.

  • Setter — focused on closing: access to the Inbox and Pipeline only. Ideal for a salesperson handling replies without touching your campaigns or billing.

Inviting & managing teammates

  1. Open Settings → Team.

  2. Invite a teammate by email and pick their role.

  3. You can change a role, remove a member, or resend / revoke a pending invite anytime.

If you need more seats for your team, message us.

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