Everyone on your team needs their own Scaffold login. Inviting them takes seconds — they'll receive an email and be set up in under a minute.
From your dashboard, click Settings in the left sidebar.
Select Team Members from the settings menu.
Click Invite Team Member and enter their name, email address, and role (Admin, Manager, or Sales Rep).
Click Send Invite. They'll receive an email with a link to create their password and join your account.
Once they accept, they'll appear in your Team Members list as Active.
Role permissions: Admins can access everything including billing. Managers can see all reps' leads and reports. Sales Reps can only see leads assigned to them.
Invite your whole team before you start adding leads — that way you can assign leads to the right person from the start.
Each active team member counts as one user seat on your plan. You can deactivate users at any time and won't be charged for the remainder of the billing period.
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