Inviting your team

Team members are managed in Settings → Agency & Team.

1. Click Add member and enter their name and email.
2. Set their Team role: Member, Sales or Admin. Sales unlocks the Pipeline; Admin unlocks the Admin dashboards. See Roles and permissions.
3. Click Invite to app. The invite email goes out, and an amber banner shows a copyable accept link. Invite emails sometimes land in spam, so it's worth sending that link directly too.

The Access column tells you where each person stands: Has login, Invited, or No access. If someone was added at the organization level but isn't in the roster, click Sync members.

Once they're in, the /team page shows each person's monthly load against capacity, and /team/[id] lists one person's tasks across every project.