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How do I invite a teammate, and what can each access level do?

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The account owner adds users. Click your avatar, then Settings, then the Team tab (https://app.closemagnet.com/settings/team). In the Add a user card, enter the person's email, choose their Access level, and click Add user. They g

The account owner adds users. Click your avatar, then Settings, then the Team tab (https://app.closemagnet.com/settings/team). In the Add a user card, enter the person's email, choose their Access level, and click Add user. They get a one-time link valid for 7 days; click Resend invite in Pending invitations if it expires.

There are two access levels, and the owner chooses one for each invite:

  • Account Admin: full access, including billing, account settings, and adding or managing users.
  • Regular User: coaching, call logs, leads, campaigns, and comps; Regular Users cannot see billing or account settings.

Regular User is the option selected by default, but you can pick Account Admin. The owner can also narrow an individual member to specific surfaces; owners cannot be restricted.

Links to the app require your CloseMagnet login.

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