Add and remove users

1. 1
   Settings → My Staff → Add Employee

   Enter name, email, phone.
2. 2
   Pick role and permissions

   Admin or User with fine-grained scope.
3. 3
   Assign a phone number

   For calls and SMS routed specifically to them.
4. 4
   Send invitation

   They get an activation email.

Remove a user

Deactivating a user retains their data (assigned deals, sent messages) but revokes login. Use this instead of deleting — deletion risks orphaning records.