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.

Team management — invite members and oversee roles and activity. Use Invite Member to add your first teammate.

Invite a teammate

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

The Invite member dialog — enter an email address and pick a role: Viewer, Manager, or Technical Manager.

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

Remove someone who leaves — their access ends immediately. Use the delete action on their row in the Team list.

Roles are assigned only when you invite someone. There is no way to change a member's role after they join, and no option to re-send a pending invite.

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.

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