Team Members and Roles
Invite teammates and control what they can see and do.
DeedPulse team workspaces let multiple people share territories, campaigns, and pipeline.
Inviting members
From Settings → Members → Invite:
- Enter one or more email addresses.
- Choose a role (see below).
- Send.
Invitees get a sign-up link valid for 7 days. They can accept on an existing DeedPulse account or create one.
Roles
| Role | Can do |
|---|---|
| Owner | Everything, including billing, deleting the workspace, and transferring ownership. |
| Admin | Everything except billing and ownership transfer. |
| Manager | Create / edit territories and campaigns, work the full pipeline, view all reports. |
| Agent | Work assigned opportunities and view shared dashboards. Cannot edit campaigns or rules. |
Roles are workspace-wide. Per-territory or per-campaign permissions are on the roadmap; for now, scope by workspace.
Transferring ownership
The current Owner can promote any Admin to Owner from the member detail page. Doing so demotes the previous Owner to Admin in the same step.
Removing members
Removing a member immediately revokes their access. Their pipeline assignments are reassigned to the workspace Owner unless you choose another assignee at removal time.
Audit log
Every membership change is recorded in the workspace audit log under Settings → Audit.