Organization
Configure organization-wide settings and manage your team.
Organization Profile
- Company name and logo
- Industry and size
- Contact information
Team Management
Inviting Members
- Go to Organization > Team
- Click Invite Member
- Enter email address
- Assign role
- Send invitation
Info
When a new Sales Manager is created, 10 AI Agents are automatically generated and assigned to them. Admins and Directors can enable or disable agents for each Sales Manager. See AI Agents for details.
Managing Roles
Assign roles to control access:
| Role | Access Level |
|---|---|
| Director | Full access |
| Admin | Full access |
| Sales Manager | Team management, campaigns |