Paramètres
Profile and team
Manage your profile, team, and permissions.
Profile and team
Your profile
Settings > Profile to edit:
- First and last name
- Email (requires re-verification)
- Password
- Timezone
- Language (FR/EN)
- Profile picture
Team management
Invite members from Settings > Team:
- Click Invite a member
- Enter the email
- Select the role
- The invitee receives an email with an acceptance link
Available roles
| Role | Permissions |
|---|---|
| Owner | Everything (billing, deletion, invitations) |
| Admin | Everything except billing and account deletion |
| Manager | Read + write on CRM and dashboards |
| Viewer | Read-only on all dashboards |
Detailed permissions
- CRM: Create/edit leads and deals
- ADS: Connect/disconnect ad accounts
- Analytics: Access advanced reports
- Settings: Modify account settings
- Billing: Manage subscription and payments
Need more help? Check out our practical guides, our blog or contact support.