Inviting your team

You add teammates from one place: **Settings → Team**. You send an invite, they get an email, they click it, and they're in your workspace. No token to copy, no separate signup gate. Here's the whole flow.

Inviting a teammate

1. 1Go to **Settings → Team**.
2. 2Click **Invite member**.
3. 3Enter their **email** and pick their **role** (Agent, Team lead, TC, or Admin). More on roles below.
4. 4Send it. Closr emails them an invite link.
5. 5They click the link, sign in or sign up, and they land in your team workspace with the role you picked.

That's it. There's no "unverified app" warning anymore. Closr is a Google-verified app, so when your teammate connects their Gmail it's a clean sign-in. If they're not on Google, they use the IMAP path (see the "Connecting an IMAP inbox" guide).

The roles you can assign

• •**Agent.** A regular seat. Their own contacts, deals, and pipeline.
• •**Team lead.** An agent who can also see across the team.
• •**TC.** Transaction coordinator. Built for the person who runs your deals to close.
• •**Admin.** Full control of team settings and members.

Pick the role at invite time. You can change it later from the same Team page.

Managing pending invites and members

• •**Pending invite not accepted?** On the Team page you can **resend** the email or **revoke** the invite.
• •**Need to remove someone?** The team owner can remove a member from the same page. You can't remove yourself or the owner.
• •**Wrong role?** Change it in place. No need to re-invite.

Seats

How many people you can add is set by your plan. Solo is one seat. Team plans come with more. The Team page shows how many seats you've used out of your total. If you're out of seats and want to add someone, add a seat from billing or ask Ara.