A workspace lets you collaborate with teammates, set shared goals, and see team performance side by side. You can run solo on any plan; team workspaces are part of Ultra and Enterprise, priced per seat.
Create your workspace
- Click Settings in the left navigation.
- Select the Team tab.
- Click Create Workspace.
- Enter a Workspace Name (a web address fills in automatically).
- Click Create Workspace to finish.
Good to know
Team workspaces are part of the Ultra and Enterprise plans, priced per seat. Free and Pro are for one person.
Invite your teammates
- On the Team tab, click Invite.
- Enter your teammate's Email Address.
- Choose a Role for them.
- Click Send Invitation.
Your teammate receives an email invitation. Until they accept, you will see them under Pending Invitations, where you can Resend or Cancel the invite at any time.
Understand the roles
| Role | What they can do |
|---|---|
| Owner | Full access to everything in the workspace. |
| Admin | Manage the team and workspace settings. |
| Member | A standard team member who works deals and collaborates. |
Tip
Give day-to-day sellers the Member role, and reserve Admin for the people who manage the team and settings.
Update or remove members
As your team changes, owners and admins can keep access tidy from the Team Members list.
- Change a role: use the role dropdown next to a member to move them between Admin and Member.
- Remove a member: click the remove icon next to their name and confirm.
Frequently asked questions
How do I add someone to my team?
Open Settings, go to the Team tab, click Invite, enter their email, pick a role, and click Send Invitation. They get an email invite to join.
A teammate didn't get their invite. What now?
Find them under Pending Invitations and click Resend to send it again. You can also double-check the email address there and re-invite if needed.
Can I change someone's role after they've joined?
Yes. Use the role dropdown next to their name in the Team Members list to move them between Admin and Member whenever your team shifts.
Who on my team can invite people and manage settings?
Owners and admins can invite teammates, change roles, and remove members. Members focus on working deals and collaborating.
How many teammates can I bring in?
Team workspaces are on Ultra and Enterprise, priced per seat, so you can invite as many teammates as you need and pay for each seat.