Team, roles, and account security
Invite your team under Settings → Team — invitees get an email and are added 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, campaigns. |
| Member | Day-to-day operating: leads, imports, campaigns, destinations. |
| Viewer | Read-only: dashboards, stats, exports. |
Signing in
Sign-in is passwordless — enter your email, click the magic link. Optional two-factor authentication (an authenticator app) can be enabled under Settings → Security.
Notifications
The bell shows in-app notifications. Email alerts (transfer connected, message taken, callback booked, daily summary) are per-person — everyone tunes their own under Settings → Email alerts, and admins choose what time of day the summary email goes out for the whole workspace.
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