Why it exists
The owner runs everything, a staff member may only need the Inbox, and an investor should look around without seeing customers' details. Access is checked on the server, so a hidden page cannot be reached by typing its address.
How it works
- Open Team from the menu under your name, top right. The read-only viewer cannot open it, and only an owner can add, re-role or remove people.
- Click Add person and enter a name, email, a password of 12 or more characters, and a role.
- Owner: everything. Admin: everything except managing the team. Analytics: read-only reporting. Viewer: read-only demo, money and personal details masked, no exports. User: only the sections you grant.
- For a User, Sections picks their pages and Dashboard picks their dashboard blocks.
Works with
Common questions
What does the viewer seat see?
Every page except Team, Integrations, Webhooks, System phones and Settings, with names shortened, contact details partly hidden and most money masked.
Can a User reply to leads?
Yes. A User is a limited operator, not read-only, so they can answer in the Inbox if granted it.
What if someone is locked out?
Five wrong passwords lock an account for 15 minutes. Set password unlocks it. The last owner can never be removed or demoted.