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Manage who belongs to your organization in Settings > Advanced Settings > Organization > Team & Roles. The Team section lists every member with their role, lets admins invite new people, and tracks Pending Invites until they are accepted.
Key things to know
  • There are three roles: Owner, Admin, and Member. Invites can only be sent as Admin or Member.
  • Seats depend on your plan: Starter allows 2 members, Pro allows 5, Premium is unlimited - see Billing & Plans.
  • The owner cannot be changed or removed from the app.
  • Only admins and the owner can invite, change roles, or remove members.

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Invite a team member

1

Open Team & Roles

Go to Advanced Settings > Organization > Team & Roles (admins and the owner).
2

Send an invite

Click Invite, enter the person’s Email Address, and choose a Role: Admin - Manage team and settings or Member - View and edit properties. Click Send Invite.
3

Share or manage the invite

The invite appears under Pending Invites until accepted. From there you can copy the invite link to share it directly, or revoke the invite if it was sent by mistake. The person opens the link, signs up or signs in, verifies their phone if they are new, and clicks Accept & Join. New accounts do not wait on a confirmation email.
If your organization is at its seat limit, the invite dialog shows User Limit Reached with an Upgrade Now button instead of the form.

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Change a role or remove a member

In the member list, admins can change a member’s role between Admin and Member (a confirmation dialog appears), or remove a member from the organization. Removing a member ends their access; the organization’s shared data (deals, messages, contacts) stays intact. The owner’s row has no role or remove controls.

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What each role can do

Roles are all-or-nothing: there are no per-feature permission toggles. If a member needs to change a shared setting, an admin must make the change or promote them.

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Seats by plan

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Common questions

The invite dialog shows User Limit Reached with an Upgrade Now option. Starter allows 2 members, Pro allows 5, and Premium is unlimited - upgrade from Billing & Plans or remove an inactive member first.
No - invites are Admin or Member only. The owner role is fixed to the account that created the organization and cannot be reassigned or removed from the app.
It stays under Pending Invites, where you can copy the invite link to re-share it or revoke it. Pending invites count toward nothing until accepted, but the seat check happens when you send the invite.
Both can fully work deals: search, save, analyze, message, and move properties through the pipeline. Admins additionally control organization-wide settings - team, billing, communication rules, comps rules, tags, and integrations.
No. Deals, messages, and contacts belong to the organization and remain after a member is removed. Only their access ends.