Create your workspace
Team workspaces are part of the Ultra and Enterprise plans, priced per seat. If you haven't set one up yet, open Settings, choose the Team tab, and click Create Workspace. Give it a name like "My Sales Team" and you're ready to bring people in. A workspace is the shared home where your team's accounts, goals, and insights live side by side.
Send an invitation
- Open Settings from the bottom of the left menu.
- Select the Team tab.
- Click the Invite button in the Team Members card.
- Enter your teammate's Email address and choose a Role.
- Click Send Invitation — they'll get an email invite to join.
Choosing a role
| 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 collaborates day to day |
How teammates accept
Your teammate gets an email with an invitation link. When they open it they'll see a "You're Invited!" screen showing your workspace name and their role. They click Accept — signing in or creating an account if needed — and they're on the team, ready to collaborate.
Good to know
Need to follow up? On the Team tab you'll see Pending Invitations, where you can Resend or Cancel any invite. Each member is a paid seat on your Ultra or Enterprise plan.
Tip
Invite the people you work deals with most first — shared accounts and a shared pipeline make handoffs effortless.
How many people can I invite?
Team workspaces are on the Ultra and Enterprise plans, priced per seat, so you can add as many members as you need and pay for each one.
Which role should I give a new teammate?
Pick Member for reps who collaborate day to day, Admin for someone who helps manage the team and settings, and Owner for full access to everything.
Can I change someone's role later?
Yes. On the Team tab, use the role selector next to a member's name to update their access anytime.
How does a teammate accept the invite?
They open the email, see a "You're Invited!" screen with your workspace name and role, and click Accept — signing in or creating an account if needed.
A teammate didn't get the invite — what should I do?
Open the Team tab, find them under Pending Invitations, and click Resend to send the email again.