Adding your team, and who sees what

Settings → Team → Invite. They get an email with a link to set their own password.

The roles

• Account Owner — everything, including billing and the team itself.
• Manager — everything across the workspace except billing.
• Sales Rep — their own contacts, deals and tasks. They do not see other people's.

The scope is enforced everywhere, not just in lists: a rep who types the address of somebody else's contact is turned away.

Seats

Your plan includes a number of seats. Adding somebody beyond that adds to your bill, and the Team page tells you before it does.

When somebody leaves

Remove them from the Team page. They are signed out everywhere immediately. Their contacts and deals stay — reassign them to whoever is picking up the work.

Never share one login between two people. Beyond the security of it, the audit log and the activity report become meaningless.