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Team Management

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Inviting Users

To invite new users just head over the Team page in the nav and then click Invite User in the top right corner.

Team is under your company name in the top nav

From there you'll just add the email address of the person you want to invite, assign them a Role (details on Roles are below), and click Send Invite. If you are inviting more than one user we have added a handy Invite More toggle to make it easy.

Just add email

Setting Up Streams for Teammates

As part of the invite flow, you can set up a Stream for a teammate, even including only their accounts using the My Accounts Smart Tag. You can also easily add streams after they're inviting by:

  1. Going to the Team page
  2. Clicking on the user you want to configure a Stream for
  3. Clicking Create Stream

Or you can just watch this video to see how it's done:


We currently support three roles:

  • Members: Basic functionality, ability to create and manage Streams, follow Accounts/Contacts/Event Types, and other core functionality
  • Admin: All Member functionality plus ability to manage Team & Integration settings
  • Owner: All Admin functionality plus ability to make users Owners
Last Updated: 
September 22, 2021