SaleIQHelp Center

Invite your team

Add members to your organization and choose owner, admin, or member access.

Team features live on an organization workspace, not a personal account. Switch workspace from the menu in the sidebar if you have more than one.

Invite someone

  1. Open Settings from the workspace menu.
  2. Open Members.
  3. Click Invite Members.
  4. Enter their email and a role, then Send Invite.

They get an email with instructions to join.

Roles

  • Owner — full access, including billing and organization settings.
  • Admin — members, billing, and most settings.
  • Member — day-to-day selling (leads, coach, deals). Can invite others.

If custom roles are enabled, owners/admins can create roles under Settings → Roles.

Each person still connects their own Gmail or Outlook and, if they send social messages, their own sender.