Add Team Members
Invite sales reps, admins, or clients — with role-based access.1. Invite a Member
- Settings → Team → + Invite Member
- Enter:
- Email:
[email protected] - Role:
Admin,Agent Editor,Viewer,Client
- Email:
| Role | Can Do |
|---|---|
| Admin | Everything |
| Agent Editor | Edit agents, run campaigns |
| Viewer | See dashboards, no edits |
| Client | See only their data |
- Click Send Invite
2. Client Portal Access
- Assign Client role → They log in to their branded portal
- See only their agents, campaigns, analytics
- Cannot access agency billing
All actions are logged in audit trail.