Help Center › Team & Access
👥 Team & Access
Roles, permissions, invites and the Team utilization view.
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Roles and permissions: Admin, Sales, Member
What each role can see and where roles are set.
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I can't see the Pipeline or Admin tab
This is role-based access working as designed. Here's how an admin fixes it.
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A team member didn't get their invite or can't log in
Invites can land in spam. Resend, or copy the accept link and send it yourself.
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Reading the Team workload view
A monthly capacity-versus-load matrix across every project, and a per-person task list.
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