Managing Your Team

Team Management

Navigate to Settings → Team to manage your organization's members.

Adding Team Members

• Click "Invite Member"
• Enter the team member's email
• Select their role:

- Admin — Full access to all settings, plans, and data

- Manager — Can view reports for their direct reports

- Rep — Can view their own dashboard, submit deals, and file disputes

- Finance — Read-only access to reports and exports

• Click Send Invite

The invitee will receive an email with a link to create their account.

Assigning Managers

After adding team members, set up reporting relationships:

• Go to the Team page
• Click on a rep's name
• In the "Reports To" field, select their manager
• Save changes

Managers will see an aggregated view of their direct reports' performance on their dashboard.

Roles & Permissions

Deactivating Members

To remove someone's access without deleting their historical data:

• Click on their profile
• Toggle "Active" to off
• Their account is deactivated but commission history is preserved