Help centre / Team & branding

Adding team members

Each tenant includes 5 seats by default. Owners can invite more from the Team page.

01

Invite a user

  • Team → Invite. Enter email + role (owner / admin / viewer).
02

Roles

  • owner — everything including billing + close-the-tenant.
  • admin — everything except billing + tenant deletion.
  • viewer — read-only on calls, leads, dashboards. No upload, no campaign control.
03

MFA enforced

  • Every invited user must set up MFA on first login. Non-negotiable.

Related articles

Branding — logo, colours, sender email
Set your business identity once; it shows on dashboards, email subject lines, SMS sender labels.
Admin: mail provider config (SMTP / Mailgun / Resend / SendGrid)
How to swap email provider for transactional emails (welcome emails, alerts, NPS surveys).

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