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Documentation Index

Fetch the complete documentation index at: https://docs.meetdoris.com/llms.txt

Use this file to discover all available pages before exploring further.

Manage your team from Settings > Team & Billing in the sidebar.
Team management is only available to admin users.

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Inviting Team Members

1

Go to Team Management

Navigate to Settings > Team & Billing in the sidebar.
2

Invite by email

Enter the email address of the person you want to invite and select their role.
3

They accept the invitation

The invited person receives an email with a link to join your organization.

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User Roles

RolePermissions
AdminFull access including team management, billing, integrations, and all features
MemberAccess to all sales features (chat, deals, conversations, presentations) but cannot manage team settings, billing, or integrations

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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

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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.