You can invite your team to Salesx.io by Clicking Settings at the top right > Team
On the Team page you can invite the User by adding,
Name > Phone Number > Email Address > Role
Salesx has 2 types of Access Roles:
- Admin – has the rights to view,edit,delete any leads or deals, or in short he has the complete access to the system
- User – has rights only to add Leads, views leads created by them or assigned to them. They cant see what happens with the other users in the system.