Manage your team from Settings > Team & Billing in the sidebar.
Team management is only available to admin users.
Inviting Team Members
Go to Team Management
Navigate to Settings > Team & Billing in the sidebar.
Invite by email
Enter the email address of the person you want to invite and select their role.
They accept the invitation
The invited person receives an email with a link to join your organization.
User Roles
| Role | Permissions |
|---|
| Admin | Full access including team management, billing, integrations, and all features |
| Member | Access to all sales features (chat, deals, conversations, presentations) but cannot manage team settings, billing, or integrations |
Managing Users
As an admin, you can:
- Change roles — Promote a member to admin or demote an admin to member
- Deactivate users — Remove a team member’s access to the organization
- View activity — See when team members last logged in
CRM Connections
Admin users manage the organization’s CRM connections (HubSpot, Salesforce). CRM data is shared across the entire team — individual members don’t need to connect separately.
Start by inviting your sales team and assigning one or two admins. Members can start using Doris immediately once they accept the invitation.
