Team Management

Invite and manage team members with proper access controls.

Inviting Team Members:

1. Settings → Team → Invite Member
2. Enter email address
3. Select role
4. Send invitation
5. User receives email with setup link

Account Linking:

• New members automatically linked to parent account
• Inherit account settings and templates
• Shared access to clients and projects
• Individual permission customization

Sub-User Features:

• Team members see owner's clients and projects
• Communication settings inherited from owner
• Twilio/SendGrid credentials shared
• Calendar sync per user

Managing Members:

• View all team members in list
• Change roles anytime
• Customize permissions
• Deactivate or remove users
• View activity and login history