Invite your team

Only admins can manage the team. Open Teams from the menu.

Roles

Every teammate has one role:

Role	What they do
Admin	Runs the workspace: setup, team, billing and every record.
Agent	Works leads, contacts, inventory and follow-up day to day.
Marketing	Runs programs, campaigns and forms. Stays out of the CRM.

A workspace always keeps at least one admin, and you can't change your own role.

Invite a teammate

Teammate invites are available to agency (team) workspaces.

1. In Teams, choose Invite teammate.
2. Enter their email and pick a role.
3. Choose Create invite.

Propool emails them a link. If the email can't be sent, the link is shown so you can copy it and send it yourself. They choose Create account & join or, if they already use Propool, Sign in & join.

Invites expire after 7 days

Pending invites count toward your plan's pending-invite limit until they're accepted or expire. You can see, resend and revoke them under Invites.

Teams

Use Create team to group people — for example by area or by shift — and optionally pick a team lead. Teams are used to route conversations in the Inbox and to filter work.

Deactivating someone

Deactivated teammates lose their normal workspace access, and their records stay in the workspace. You'll find them under Deactivated users in Teams, where you can Reactivate user if your seats allow. Deactivating people is currently part of moving to a smaller plan; if someone leaves otherwise, contact support.

Owners are invited separately

Property owners get their own portal rather than a seat on the team. See Owner portal.