How to add reps, what they can do, and the seat add-on price.
3 min readdraft — expanding soon
This article is being expanded
The outline below is the structure we're writing into. If you need help with one of these topics today, email us and we'll walk you through it directly.
What this article will cover
§01 Adding a seat: workspace Settings → Team → Invite
§02 Roles: Admin, Manager, Rep — what each can do
§03 Removing a seat and what happens to their assigned leads
§04 Per-seat pricing: $10/seat after the included number
§05 How proration works mid-cycle
§06 SSO seats vs. password seats (Scale plan only)