Team & Settings

Inviting team members and roles

Add colleagues to your SalesLobe organization with the right role and workspace access.

Invite colleagues from the Team page. They receive an email with a magic link and join your organization directly.

Roles

RoleAccess
OwnerEverything, including billing and the Corty Playground
AdminEverything except billing
MemberOnly their assigned workspaces and inbox

Workspace assignment

Members can be limited to specific workspaces - they only see the replies and statistics of those workspaces. Ideal for agencies with multiple account managers, each handling their own clients.