Your account

Team

Add the people at your agency who need dashboard access, and give each of them the right level of it.

The roles

Admin: Full access, including billing and team management. Give this to owners only.
Manager: Manages students, the pipeline and reports. No billing or team control.
Counsellor: Works their assigned students and follow-ups. The day-to-day counselling role.
Support: Handles conversations and the inbox.
Viewer: Read-only access to everything they can see. Good for an accountant or an observer.

Inviting someone

Click Invite member
Enter their name, email and role.
They receive an email
With a link to set their password and sign in.
Track the invite
Until they accept, they show as Pending invite. You can resend the email from their row if it did not arrive.

Managing members

Edit a member to change their name, role or photo.
Remove a member to revoke their access entirely.
Filter the list by role, or search by name or email.

The summary cards show your total members, how many are active, how many invites are pending, and how many admins you have.

Keep admins few

Two or three admins is plenty for most agencies. Everyone else does their job perfectly well as a manager or counsellor, and your billing stays protected.

Roles and the Inbox

Team members appear in the assignment picker throughout the CRM — in the Inbox, on Leads, in Tasks and Followups — so work can be handed to a named person.