Team & permissions

Roles & access

Under Team you add members and decide, per phone number, what they can view, update, or manage. Permissions are granular — a set of keys plus per-tool access — so a salesperson sees only their leads while a manager sees the whole pipeline.

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.