Inviting team members and setting roles

HAB is built for teams. Invite your office staff and field crew so the right people can see leads, review conversations, and manage appointments.

Invite a teammate

1. Open the Team section from the left sidebar.
2. Click Invite Member.
3. Enter the person's email address.
4. Choose a role (see below).
5. Click Send Invite. They'll get an email to accept and set a password.

Roles and permissions

Roles control what each person can access. Typical roles include:

Role	Can do
Owner / Admin	Everything — including billing, integrations, and team management.
Manager	Manage bot, leads, conversations, and calendar; usually not billing.
Member / Staff	View and work leads, conversations, and appointments.

Note: Exact role names and permissions can vary by plan. Check the options shown when you invite someone to see what each role grants.

Manage existing members

• Change a teammate's role at any time from the Team list.
• Remove someone who leaves — their access ends immediately.
• Re-send an invite if someone didn't receive it.

Tip: Give each person the lowest role that still lets them do their job. It keeps sensitive areas like Billing and Integrations limited to owners and admins.