Add your team and keep the account secure

Invite your team (Scale)

1. Open Team from the account menu.
2. Enter a colleague's email address and choose their role.
3. They get an invitation by email and join your workspace when they accept. They share your audits, leads and allowances.

Roles

• Owner: the account that pays. Everything, including billing.
• Admin: everything except billing, including inviting people, branding, integrations, connecting Google, sending from the connected mailbox and replying to reviews.
• Member: runs audits, finds prospects, drafts emails and updates leads. Members can't change connections or settings that affect the whole team.

Two-step sign-in

In Settings, turn on two-step sign-in and scan the code with an authenticator app. From then on, logging in needs your password and a six-digit code from the app. Keep the recovery codes somewhere safe: each one gets you in once if you lose your phone.

Your email address and password

• To change the address you log in with, enter the new one and your current password under “Email address” in Settings. Nothing changes until you open the link sent to the new address.
• Changing your password signs you out everywhere else.
• Forgot your password? Use “Forgot your password?” on the login page.