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. Owners can also copy an invite link for any pending invite and share it directly, instead of relying on email.There’s no free plan for teams; every member needs a paid seat. See Billing & plans.
Roles
Teams have three roles, in increasing order of access:| Role | What it adds |
|---|---|
| Member | Everything shared with the team: team tasks, shared calls, visible CRM records |
| Admin | Manage CRM visibility: toggle Email Sync per company, hide or unhide records |
| Owner | Everything above, plus inviting and removing members |
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.
- Snippets stay personal until you turn on Share with team in the snippet’s side panel; a shared snippet appears in every teammate’s ; menu and they can edit it.