Team Management
Managing Team Members
How to add, remove, and manage roles for your team members.
Adding Members
- Go to Settings → Team Members
- Click Add New Team Member
- Enter their name, email, and choose a role
- Set their appointment and contact goals
- Share their login credentials (email + password)
Members are created with a default password that they should change on first login via Settings.
Roles
- Agent — Can submit check-ins and view their own history
- Coordinator — Can view all agents, start/close reviews, add notes
- Owner — Full access including billing, settings, and team management
Deactivating Members
To remove someone from the team, deactivate their membership. Their historical data is preserved for reporting, but they can no longer log in or submit check-ins.
Member Limits
- Starter (Free) — Up to 3 members
- Team ($19.99/mo) — Up to 20 members
- Business ($49.99/mo) — Unlimited members
Upgrade from Settings → Billing if you need more seats.