Adding or removing users

Billing & Plans3 min read

Add new team members or remove departed ones at any time. Billing adjusts automatically.

To add a user:

Go to Settings → Team Members.
Click Invite Team Member.
Enter their name, email, and role.
Click Send Invite.
They accept the invite and become an active user. Billing updates on your next invoice.

To remove a user:

Go to Settings → Team Members.
Find the user and click the ••• menu next to their name.
Select Deactivate User.
Their account is immediately disabled. Any leads assigned to them remain and can be reassigned.
You stop being charged for that user from the deactivation date forward.

Deactivating a user does not delete their data or history — all their leads, notes, and activity remain in the system. This is intentional so nothing is lost when reps leave.