- Go to Settings and find Team.
- Under Invite a teammate, enter their work email, choose a role and click Invite.
- Let them know: they join your workspace the next time they sign in to PipeHalo with that email address.
| Role | What they can do |
|---|---|
| Admin | Everything: connect accounts, invite people, manage the plan and billing, channel mapping, support codes, delete data |
| Member | See everything, work flags (mark done, snooze, dismiss, assign) and click Sync now |
| Viewer | See everything but can't change flags. Useful for stakeholders and agency clients |
Everyone in the workspace, and everyone you've invited, uses a seat. If all seats are in use, add one on Plan and billing first. To cancel an invite, click Cancel invite next to it. To change someone's role or remove them, email support@pipehalo.com.
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