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Macro works solo, but teams unlock the collaborative layer: auto-shared tasks and calls, the CRM, and team memory for your agents.

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Create a team and invite people

Click Team in the bottom left to create a team — you can add the first members right there, or invite more later by email from Settings → Team. Invitees see the pending invitation when they sign in.
There’s no free plan for teams — every member needs a paid seat. See Billing & plans.

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Roles

Teams have three roles, in increasing order of access:
RoleWhat it adds
MemberEverything shared with the team: team tasks, shared calls, visible CRM records
AdminManage CRM visibility — toggle Email Sync per company, hide or unhide records
OwnerEverything above, plus inviting and removing members
Owners can remove any member except themselves. When someone is removed, access flows out the same way it flowed in: they lose team-shared content automatically, and removing them from channels revokes everything that was shared there.

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What’s shared with a team

Joining a team changes the default sharing for a few block types — everything else stays private until you share it:
  • Tasks are visible to the whole team by default.
  • Calls are recorded, transcribed, and shared to team memory by default; anyone can opt a call out, which keeps it in their personal memory only.
  • Emails with tracked customers are shared through the CRM when Email Sync is on for that company.
See Permissions for the full sharing model.

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Sign-in and enterprise

Macro signs in with your Google account — the same one your Gmail or Google Workspace email syncs from. For enterprise requirements like HIPAA, FedRAMP, or running Macro on your own infrastructure, contact self-host@macro.com.