Team & permissions
Add users, assign roles, and keep every lead and message scoped to your company — so the chase scales without chaos or leaked data across tenants.
Owners see the full follow-up picture. Specialists get only what they need to execute the next touch.
Why control matters
Nobody owns the next message when everyone logs in as “admin.”
New hires get keys to everything — risk rises while focus falls.
WhatsApp and SMTP live in tribal knowledge instead of an owner hub.
Outcomes
New hires get a role, not the keys to everything.
Actions stay inside your company boundary.
Channels and branding live where owners can govern them.
In practice
Each person logs in with their own access inside your company.
Sales sees leads and messages; coordinators see events — owners see all.
SMTP, WhatsApp, and branding stay company-scoped and auditable.
