Your workspace
Team and workspaces
Invite people from Settings → Team. Each person has their own login and is billed as a seat. Owners and admins decide whether the whole team shares one pipeline or each person sees only their own rows.
See it instead of reading it. Finding your way around: a 2-minute guided tour on a sample board.
Invite someone
- 1Go to Settings → Team, or click Invite on any board.
- 2Enter their email address and choose a role.
- 3Copy the invitation link that appears and send it to them. Until they accept it, you can Withdraw it.
Roles
| Role | Can |
|---|---|
| Owner | Everything, including billing, and making other people owners |
| Admin | Invite and remove people, and change workspace settings |
| Member | Work in the CRM: boards, records, email, calendar |
Shared or private records
In Settings → Team → Records, the option Everyone in your workspace works the same pipeline is on by default, so everyone sees every contact, lead and deal. Turn it off and each person sees only the rows they added themselves. Columns, groups and boards are always shared.
If a teammate says they can't see rows you can see, this setting is almost always why.
More than one workspace
Use the workspace menu at the top of the sidebar to switch, add or delete workspaces. Each one has its own boards, data, team and mailbox. More than one workspace is on the Professional plan.