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Invite your team and set roles

Add teammates, choose what each role can see, and set the on-call chain.

Open Team.

  1. Press Invite a teammate, enter their email and choose a role.
  2. They get an email invitation. Pending invites appear under Pending invites.

Roles

Owners see everything. Operators work the inbox, leads and appointments, without billing, team or export. See what each role can do under Roles.

Departments and on-call

Group people into Departments for routing, and set the order under On-call chain for urgent items.

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Updated September 26, 2026. Still stuck? Contact support.