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The My Staff section is your central hub for team management. Add or remove users, assign roles and permissions, configure calendar integrations, and control what data each team member can see. Navigate to Settings > My Staff to get started.
My Staff

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Team members list

The Team Members list shows all users currently added to your account. From here you can:
  • Search for a specific user
  • Filter by role
  • View each user’s name, email, role, and status
  • Edit or remove users

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User roles

Roles define what permissions a user has across the account. Assign roles to control access to specific features and data.
Role
Standard roles include:
RoleAccess level
AdminFull access to all settings, data, and features
UserAccess to assigned contacts, conversations, and tasks
CustomGranular permission set configured by an administrator
User permission settings control visibility at the data level — for example, whether a user can see all contacts or only those assigned to them.

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Adding a team member

1

Click Add User

In Settings > My Staff, click the Add User button in the top-right corner.
Add User
2

Enter user details

Fill in the user’s name, email address, and phone number.
3

Assign a role

Select a role for the user. This determines their default permission set.
4

Set permissions

Customize the user’s access to specific features, pipelines, calendars, and data visibility settings.
5

Send invitation

Click Save. The user receives an email invitation to set up their account and password.

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Showing only assigned data in dashboards

By default, all users see all data in the dashboard. You can restrict users to see only the data assigned to them — useful for keeping sensitive information private and reducing clutter for individual team members. Steps to enable assigned-data-only view:
  1. Go to Settings > My Staff.
  2. Open the user’s profile by clicking their name or the edit icon.
  3. Scroll to Dashboard Permissions.
  4. Enable Show Only Assigned Data.
  5. Save the changes.
This setting affects dashboards, contacts, opportunities, and conversations — the user will only see records assigned to them.

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Password reset

As an administrator, you can reset a staff member’s password:
  1. In My Staff, find the user.
  2. Click the edit icon next to their name.
  3. Click Reset Password to send them a password reset email.
Users can also reset their own password through the My Profile section or from the login screen.

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Integrating Google Meet for virtual appointments

Connect Google Meet so that virtual appointment links are automatically generated and included in appointment confirmations. Steps:
  1. In My Staff, open the relevant user’s profile.
  2. Scroll to the Calendar Integration section.
  3. Click Connect Google Meet and sign in with the user’s Google account.
  4. Authorize the integration and save.
Once connected, all new appointments for that user will automatically include a Google Meet link in the confirmation email.
Make sure each user has their own Google account connected for Google Meet — links are generated per-user, not per-account.
Last modified on March 4, 2026