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Run the branch 4 min read

Seats, roles and the join code

Create the team, invite reps by email or with a code, set who manages, and know what is shared and what stays each rep's own.

This guide is hands-on. Follow along in the app.
A free trial takes two minutes: 25 project views or 14 days, whichever comes first. No card.
  1. 1
    Create the team
    Settings → Team & roles → Create team. You are the owner. Team Flow appears in your sidebar the moment the team exists; nothing to install.
  2. 2
    Invite by email, or share the code
    Invite with an email and a role, or hand out the 8-character join code (anyone with it joins as a member). Invites arrive by email with an accept link and expire after 14 days. Rotate the code any time to invalidate the old one, or disable it.
  3. 3
    Set roles
    Owner (you; cannot be demoted here), Manager (manages members, assigns leads, sees Performance, opens Team Flow), Member (a rep: their own pipeline). Managers and owners open Team Flow; members are sent to their pipeline.
  4. 4
    Know the seat price
    Teams are Pro. Pro is $249 a month and includes your seat; each teammate who accepts is one more seat at $99 a month, prorated on the next invoice, with full Pro and their own Scout. Removing a member releases the seat with a prorated credit. 10 or more seats is an Enterprise conversation.

Shared and private

  • Each rep's pipeline is their own. Managers can view any rep's board or everyone's; reps see theirs.
  • Pipeline columns are shared. Rename or add a stage and every rep's board changes.
  • The territory, the customer file, accounts and ownership are one team row. Set once, read everywhere.
  • Project views are shared account-wide, so a project one rep opened is open for the team.
NoteReps can use your invite link before they have an account: the link survives sign-up, they accept, then set up, and their territory is the team's.
Keep reading
Set up your territory and load your customer file
Run the branch · 7 min
Reading the gap: your accounts, the leak, and the zones
Run the branch · 6 min
The free coverage check, and what happens to your file
Run the branch · 3 min

See it on your own area

Everything in this guide runs live in BuildMapper: a scored map, the right time to call, Scout, your AI assistant, and a pipeline. Free trial: 25 project views or 14 days, whichever comes first, no card.