What It Does
As your team grows, role-based access becomes critical. SalesButler's Team Management lets you invite teammates by email, assign roles (Owner / Manager / Staff), and toggle granular permissions: View Conversations, Manage Leads, Manage Billing, Manage Team. Plan-based caps (Starter 1 / Growth 5 / Pro 25) keep pricing predictable.
Step-by-Step Guide
Send the Invite
Email an invite from the Team Management page.
Teammate Accepts
They set a password and join your organization.
Pick a Role
Owner, Manager, or Staff — each with sensible defaults.
Refine Permissions
Toggle granular permissions for fine-grained control.
They're In
The new teammate sees only what their role and permissions allow.
Why You'll Love This Feature
Email Invites
Send invites by email — no shared logins, ever.
Three Default Roles
Owner, Manager, Staff cover most org structures.
Granular Permissions
Conversations, Leads, Billing, Team — toggle independently.
Plan-Based Caps
1 / 5 / 25 seats per plan keeps pricing predictable.
Easy Updates
Change roles or permissions anytime.
Audit Logs
Every team action is logged for compliance and trust.
Perfect For
Adding office staff with conversation-only permissions
Promoting a tech to Manager
Creating a billing-only role for accounting
Restricting team-management permissions to founders
Onboarding new hires with proper role isolation