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Add Team Members

Invite sales reps, admins, or clients — with role-based access.

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1. Invite a Member

  1. Settings → Team → + Invite Member
  2. Enter:
    • Email: mike@team.com
    • Role: Admin, Agent Editor, Viewer, Client
  1. Click Send Invite

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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.
Use Viewer role for stakeholders who need reports only.