Team Management
Organize your team, assign roles, and manage permissions to foster smooth collaboration.
Scale Your Team Without Limits
Add unlimited team users to your workspace — from part-time collaborators to full-time staff. Easily manage each account by adjusting roles, permissions, or available resources as your team grows. Whether you're starting small or scaling fast, your setup stays flexible and ready to expand.
- Add unlimited users to your workspace
- Assign roles to match team responsibilities
- Upgrade user limits as your business grows
- Stay flexible with scalable team controls
Assign Roles & Access Levels
Assign permissions easily by selecting from a predefined list of roles and customize access as needed. Permissions can be updated at any time, ensuring each user has the right level of control as their responsibilities change.
- Choose from predefined user roles
- Customize permissions for advanced control
- Update roles instantly as tasks change
- Ensure the right access for every user
Act on Behalf of Team Members
With the right permissions, authorized users can switch into another team member’s account to make quick adjustments, test setups, or assist with ongoing tasks. No need for password sharing — it’s a seamless way to collaborate and keep things moving efficiently.
- Switch into accounts without password sharing
- Assist teammates directly from your dashboard
- Quickly test settings or content on their behalf
- Speed up support and collaboration across roles
Keep Individual Notes for Each User
Let users personalize their experience with private, account-level notes. Ideal for task reminders, project details, or internal annotations, these notes stay attached to the user profile and are visible only to the owner, boosting individual productivity.
- Leave personal notes tied to your profile
- Keep internal thoughts and reminders organized
- Add context to ongoing tasks or goals
- Notes remain private to the account owner only
Tailor Widgets to Individual Roles
Give team members the freedom to shape their workspace. Each user can choose and arrange dashboard widgets that match their daily tasks — from sales metrics to calendar events — creating a focused environment tailored to how they work best.
- Choose dashboard widgets based on your role
- Rearrange widgets to match your workflow
- Highlight key metrics for your daily focus
- Create a personalized workspace for productivity
