Team & permissions
Add teammates and control exactly what each person — and the AI — can see and do.
5 min read · Team & billingRoles & access
Under Team you invite members and give each one a role. The role decides which agents and pages they can open and what they can change — there are no per-person permissions. Salespeople get leads on WhatsApp and see only the leads assigned to them.
Good defaults
- Give each person the least access they need to do their job.
- Keep lead assignment and permissions aligned so ownership and visibility match.
- The free plan caps how many users you can add; upgrade when your team grows.
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