Inviting and managing sales reps

The Contractor Workspace allows you to centrally manage access for your entire sales team.

Sending Invites 1. Go to Settings > Team. 2. Click Invite Member. 3. Enter their email address and select a Role (Admin vs. Sales Rep). 4. They will receive an email with a secure link to set their password and join your workspace.

Managing Access If a sales rep leaves your company, you can instantly revoke their access by clicking "Deactivate" next to their name. Their lead history and generated renderings will remain safely in your Contractor Workspace, ensuring you never lose client data.