Team and account
Teams and roles.
Workspace roles limit who can change configuration, billing and customer data.
Roles
- Owner: full control, billing and destructive workspace actions.
- Admin: operational configuration, funnels and leads.
- Member: day-to-day access without administrative changes.
Invite members
Invite by email from workspace settings. The recipient accepts through the invitation link and only gains access to that workspace.
Review access
Remove members who no longer need access and keep at least one active owner. Use separate workspaces rather than broad cross-client access.
Continue with Understand billing and plans