Team, roles, and account security
Invite your team under Settings → Team & security — invitees get an email and join automatically when they sign in.
Roles
| Role | Can do |
|---|---|
| Owner | Everything, including billing and deleting the workspace. |
| Admin | Everything except billing: team, API keys, integrations, buying and releasing phone numbers, branding, campaigns. |
| Member | Day-to-day operating: leads, imports, campaigns, destinations, number pools and caps. |
| Viewer | Read-only: dashboards, stats, exports. |
How many people you can invite depends on your plan (Starter 1, Growth 3, Pro 10). The invite form shows your seats used and stops you at the limit.
Signing in
Sign-in is passwordless — enter your email, click the link we send. Optional two-factor authentication (an authenticator app) can be turned on under Settings → Team & security.
Notifications
The bell in the top bar shows in-app notifications for everyone. Email alerts are per-person: under Settings → Notifications each teammate chooses which of the four they want — a caller was transferred to a buyer, the AI took a message, a callback was scheduled, and the daily summary. Admins also set what time of day the summary goes out for the whole workspace.