Team & roles

Bring your team in, and control exactly what each person can see.

Inviting someone

Go to Team → Invite, enter their email address, and choose a role. They'll get an email invite to set up their own sign-in.

Owner	Full access to everything, including billing and account security.
Sales Manager	Everything except billing — leads, inbox, analytics, all channels.
Front Desk / Support	Website and social inboxes — can reply and hand over conversations.
Social Media Manager	Inbox, analytics, and leads — but only for the specific channels ticked on their profile.

Lead export isn't available to Front Desk / Support or Social Media Manager roles — they can view leads, but not download the list.

An Owner can hand ownership of the account to another active team member from the Team page.