Team Management

Add team members so they can view and respond to leads. Each plan has a team member limit.

Team Limits by Plan

Plan	Max Team Members
Starter ($250/mo)	2
Growth ($399/mo)	5
Pro ($599/mo)	10

Inviting Team Members (Inbox App)

1. Tap the Settings gear icon
2. Go to the Team tab (people icon)
3. Enter the team member's Full Name and Email
4. Tap Send Invite
5. They'll receive an email with instructions to set their password and log in

The invited team member will have Agent role — they can view and respond to leads in the inbox but cannot change account settings.

Inviting Team Members (Dashboard)

1. Go to Company in the dashboard sidebar
2. Scroll to Team Members
3. Click + Invite User
4. Enter:
   • Full Name (required)
   • Email (required)
   • Role: Admin (Dashboard + Inbox) or Agent (Inbox Only)
5. Click Send Invite

Roles Explained

Role	Inbox App	Dashboard	Settings	Leads Visibility	Jobs Visibility
Owner	Full access	Full access	All settings	All leads on the account	All jobs on the account
Admin	Full access	Full access	Most settings	All leads on the account	All jobs on the account
Agent	View & respond to leads	No access	Limited	Only leads assigned to them	Only their own assigned jobs

:::info Agent lead and job visibility When you invite someone as an Agent, they only see the leads and jobs that are assigned to them — in both the Inbox app's lead list and the Jobs tab. This keeps each team member's view focused on their own workload. Owners and Admins always see every lead and the full team schedule. A lead an Agent hasn't been assigned yet simply won't appear in their inbox until an Owner/Admin assigns it (or Auto-Assignment does, if it's turned on). :::

Assigning Leads to a Specific Agent

Owners and Admins aren't limited to claiming a lead for themselves — you can hand any lead to a specific Agent. Open the lead's swipe action sheet (or the status dropdown in the chat header) and tap Assign to... to pick from the team. See Leads & Pipeline → Assigning Leads for the full walkthrough, including where the assigned agent's name shows up.

You can also assign a lead to an agent from the Customer Dashboard: on the Leads page, Owners/Admins get an Assign column with a dropdown per lead, plus an Assign filter to see leads by agent (or unassigned). See the Dashboard Leads guide for details.

Removing Team Members

In the Inbox App

1. Go to Settings > Team tab
2. Find the member you want to remove
3. Tap the X button next to their name
4. Confirm removal

In the Dashboard

1. Go to Company > Team Members
2. Click the remove button next to the member
3. Confirm removal

warning

You cannot remove yourself (the account owner). The owner role cannot be transferred.

Team Member Activity

In the Team section, you can see:

• Each member's name and email
• Their role (Owner, Admin, or Agent)
• Last login date — or "Never logged in" if they haven't set up yet

What Team Members Can Do

Team members (agents) can:

• View only the leads assigned to them in the inbox
• Read and send messages to their assigned leads
• Change lead status
• See AI suggestions
• Assign an unassigned lead to themselves (Assign to me)
• View only the jobs assigned to them in the Jobs tab
• Receive push notifications when their assigned leads qualify or customers reply

Team members cannot:

• View leads assigned to someone else, or unassigned leads, in the inbox
• Assign a lead to a different teammate (Assign to... is Owner/Admin only)
• Change account settings
• Add/remove other team members
• Manage service pricing
• Change the plan or billing
• See jobs assigned to other team members