Selling is a team sport, and Ultragent makes collaboration easy. At the same time, you decide who joins your workspace and what each person can access. The right people get the right information, and nothing more.
Invite your team in minutes
- Open Settings from your account menu.
- Select the Team tab.
- Click Invite member and enter their work email.
- Send the invite — they sign in securely with Google or Microsoft and join your workspace.
Give the right people the right access
Every workspace stays organised around the people you choose. You can add teammates as your team grows and remove access whenever someone moves on, keeping your customer information with the people who need it.
- You are in charge: only people you invite can join your workspace.
- Easy to manage: add or remove teammates at any time.
- Always tidy: access reflects your team as it is today.
Tip
Review your Team tab now and then to make sure the list matches your current team. It takes seconds and keeps everything neat.
Built for growing teams
Whether you are a small team on the Free plan or a larger organisation on Pro or Enterprise, Ultragent scales with you. As you add more seats, every new member gets a secure, personalised workspace from day one.
Good to know
Each teammate signs in with their own secure Google or Microsoft account, so credentials are never shared.
How quickly can I get a new rep up and running in the workspace?
In minutes. Open Settings, go to the Team tab, click Invite member, and enter their work email. They sign in securely and are ready to sell right away.
A teammate just left — how do I cut off their access fast?
Open the Team tab and update your team list. You can remove access at any time, so your customer information stays with the people who need it.
Does everyone need their own login, or can we share one?
Everyone signs in with their own secure Google or Microsoft account. That keeps access personal and protected, and means credentials are never shared.
If we add more reps as we grow, does Ultragent keep up?
Yes. From the Free plan to Pro and Enterprise, Ultragent scales with you, and every new seat gets a secure, personalised workspace from day one.
How do I keep our team list from getting messy over time?
Pop into the Team tab now and then to check the list matches your current team. It takes seconds and keeps access neat and up to date.