Invite your team and choose roles
Invite teammates to a FollowThroo workspace, choose each person's role, and see what owners, admins, managers and team members can do.
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Each FollowThroo workspace has its own people, contacts, campaigns and mailboxes. An owner or admin invites teammates and gives each a role, which decides what they can change and which contacts they can see. Open Settings, then Team.
Invite someone
- Enter their email address, choose a Role and, if you use them, a department.
- Click Send invite. They get an email, or you can Copy link and send it yourself.
- Until they accept, they're listed under Pending invitations.
How many people a workspace can have depends on the plan: 1 on Test Drive and Start, 2 on Grow and 5 on Scale.
The four roles
| Role | Can change | Sees |
|---|---|---|
| Owner | Everything, including billing. There is exactly one | The whole workspace |
| Admin | The workspace, its mailboxes and its people | The whole workspace |
| Manager | Their own work, and assigning work in their department | Their department's contacts |
| Team member | Their own work | The contacts assigned to them and the ones they added |
Choosing roles other than Owner and Team member, and assigning leads to other people, come with the Grow and Scale plans.
Good to know
- Each person sends email from mailboxes they connected themselves. Nobody can send as someone else.
- Remove member takes away their access to the workspace's contacts, campaigns and inbox straight away.
- To keep two businesses apart, use Create a workspace: workspaces keep contacts, campaigns and sending accounts separate. Grow and Scale cover more than one of your workspaces.
- Who gets new leads from a source is set on that source, in Settings, then Lead sources.
Tasks and what each person is notified about are in Tasks, the bell and email notifications.