Seats are unlimited on the Adaptive plan, so invite everyone who touches a deal.
Send an invitation
Click the + button in the top bar and choose Invite team. You can also go to Settings → Team.
Enter your teammate's email address.
Pick the role they will have once they accept.
Send. K3X emails them a link to sign up, or to sign in if they already have a K3X account.
Until they accept, the invitation sits in Pending Invitations on the Team page.
The four roles
Owner: full access to all organization resources. That is you, and the role is locked.
Administrator: manage all organization resources, including Team, Billing and workspace settings.
Sales Manager: full CRM access, team management, pipeline and deal control.
Sales Representative: work with assigned companies, deals and communications. The usual choice for reps.
Not sure? Start reps as Sales Representative and promote them later from the Team page.
Manage members
Everything lives in Settings → Team:
See each member with their role.
Change a member's role.
Remove a member. They keep their K3X account and any other workspaces; they lose access to this one.
Review and clear pending invitations.
Things to know
You cannot invite the same email twice while an invitation is pending.
A teammate can belong to several K3X workspaces with the same email. They switch from their avatar menu.
Removing someone does not change your bill. Seats are unlimited.
Records a removed member owned keep their data. Reassign the Owner field from the record page or with Assign in the Action Bar.
Related
Roles and permissions: Owner, Administrator, Sales Manager, Sales Representative
Team and workspaces: invite, change roles, remove, switch
A tour of the K3X app