Team and account
- How to set your company settings — Set your company name, team size, time zone and first day of the week, during setup or later.
- How to invite team members — Invite sales reps and other managers by email, from the Team members card or during setup.
- How to deactivate or reactivate a member — Remove someone's access when they leave the team, without losing their past actions.
- Roles and permissions: manager and sales rep — Understand what managers and sales reps can do, and how a manager joins the leaderboard.