Teams and roles

Create a team from the account switcher at the top of the side menu. Bots, automations, dashboards, projects and leads made while working as the team belong to the team. The Team screen holds people, pending invites, the shared machine, billing, domain capture and member permissions.

Roles

• Primary owner, owner, admin: see and edit every lead, every dashboard, members and settings; approve playbook entries; pause workers.
• Billing: seats, the pool, spend cap and invoices, without the rest.
• Member: works their own leads; sees team dashboards with their own numbers in the live tiles; edits dashboards they made.
• Viewer: reads, changes nothing.

Inviting people

Invite people by link (anyone with it joins with the role you pick, until you revoke it) or by email. Domain capture lets everyone who signs in with your company domain land in the team. SSO, retention and the audit export live in the web console under Organisation → Security.

Member permissions

• Members may bring their own model keys. Off means everyone uses the team's shared keys or the pool.
• Members may create machines. Owners and admins always can.