You're viewing a demo workspace with sample data (pipeline, AI, LedgerAI, campaigns, integrations). Upgrade to use your own data and unlock full features.
How this works
Team management and access control. Add users, set roles, and control who sees what.
Businesses use this to give reps access to leads and pipeline without exposing billing or settings.
What to do here: Invite users, assign roles (admin, rep), and manage permissions.
Admin
Team management and access control.
User list
| Name | Role | Permissions | |
|---|---|---|---|
| You | you@acmehomeservices.com | Admin | Full access |
| Sales Rep | sales@acmehomeservices.com | Rep | Leads, Pipeline, Inbox |
| Support | support@acmehomeservices.com | Rep | Inbox, Tasks |
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