💬 SalesByte

Invite Your Team

Add your sales team to SalesByte so everyone works from one shared inbox.

Your whole team can use SalesByte together — shared inbox, shared contacts, shared follow-ups. No more "who replied to this?" confusion.

How to invite someone

  1. Go to SettingsTeam
  2. Click Invite Member
  3. Enter their email address
  4. They'll get an email with a link to join your workspace

That's it. Once they accept, they can see the inbox, contacts, and everything else.

Roles

RoleWhat they can do
AdminFull access — settings, billing, connections, all contacts
MemberInbox, contacts, campaigns, follow-ups — everything except billing and connections

Not sure which role to give? Start with Member — you can always upgrade them to Admin later.

Assigning conversations

Once your team is in, you can assign conversations to specific people. Open any chat → click Assign in the top right → pick a team member.

They'll see it highlighted in their inbox so nothing falls through the cracks.

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