Settings

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Team and settings

Roles#

Every member of an organization holds one of three roles:

Role	Can
Owner	Everything, including billing and deleting the organization.
Admin	Manage data, settings, and team members.
Member	Day-to-day work on records.

An organization has one owner. Ownership is what ties the subscription to a person, so transferring it is a deliberate act rather than a permission tweak.

Invite by email address from the Team page and choose the role at the same time. Seats are counted per member, and every plan has a limit — a free organization allows one user, so inviting a colleague means changing plan first.

Team Management showing seat usage, members with their roles and status, and the invite control

The page leads with four counters — seats used, total members, active members, and pending invitations. When every seat is taken, a banner appears with an Add Seats action, and Invite Member is disabled until you have a free seat. That is the most common reason an invite button looks broken: the plan is full, not the feature.

Members and Invitations are separate tabs, so an invite that hasn't been accepted yet is tracked without cluttering the member list.

Company settings#

Three settings change how data is displayed everywhere in the product, and they're worth setting before you import anything:

Currency — what every deal value and revenue figure is formatted in
Timezone — what timestamps and booking slots are shown against
Date format — how dates render across lists and records

These are organization-wide rather than per-user, so the whole team reads the same numbers the same way.

Plans and entitlements#

Features are gated by plan, and the gate is real: campaigns, automations, advanced reporting, API access, and team management each depend on the organization's entitlement. When a feature is missing from the sidebar entirely, that's the entitlement, not a bug.