Team Management

Difficulty: Beginner | Time: 10 min | Tier: All Plans

Team Management is where you control who has access to your DreamFlow workspace. Invite new members, assign them roles, and remove people who no longer need access.

Inviting Team Members

1. Navigate to Settings > Team.
2. Click + Invite Member.
3. Enter their email address.
4. Select a role:
   • Owner — Full access to everything including billing and destructive actions. Only one per workspace.
   • Admin — Full access except billing and ownership transfer.
   • Manager — Can manage contacts, deals, campaigns, and team tasks. Cannot change settings or manage team members.
   • Member — Can view and edit contacts and deals assigned to them. Limited access to campaigns and settings.
5. Click Send Invite. They will receive an email with a link to join.

User Limits by Plan

Changing Roles

1. In the team list, click the role dropdown next to the member's name.
2. Select the new role.
3. Confirm the change. The member's permissions update immediately.

Removing Members

1. Click the three-dot menu next to the member's name.
2. Select Remove from Workspace.
3. Confirm removal. Their assigned contacts and deals remain in the workspace but become unassigned.

Related Articles

• Roles and Permissions — Detailed breakdown of what each role can do
• Plans and Pricing — User limits by plan tier
• Security Settings — Password and session management

Questions about team setup? Ask Sally in the chat bubble.