Team Management

Manage your team members, sectors, and role-based permissions in GetRaze.

Overview

Navigate to Team in the sidebar to manage your team.

Tabs

Tab	Description
Users	Team member management
Sectors	Department/sector configuration
Permissions	Role-based access control

Users

Inviting Team Members

1. Go to Team > Users > Invite User
2. Enter the user's email address
3. Assign a role and sector
4. The user receives a magic link to join

User Roles

Role	Description
Admin	Full access to all features
Manager	Manage team, campaigns, and settings
Sales Rep	Access leads, conversations, and pipelines
Viewer	Read-only access

User Management

Action	Description
Edit Role	Change the user's role
Change Sector	Move to a different sector
Deactivate	Disable access without deleting
Remove	Remove from the team

Sectors

Sectors group team members by department, region, or function:

• Create sectors to organize your team
• Assign users to sectors for lead distribution
• Route leads to the appropriate sector based on criteria

Lead Routing

Leads can be automatically assigned to team members based on:

• Round-robin rotation within a sector
• Specific transfer rules
• Manual assignment

Permissions

Role-based access control (RBAC) with granular permissions:

Permission Categories

Category	Permissions
Contacts	View, create, edit, delete contacts
Pipelines	View, manage pipeline stages
Campaigns	View, create, manage campaigns
Conversations	View, respond, assign conversations
AI Agents	View, create, configure agents
Analytics	View dashboards and reports
Settings	Manage account settings
Team	Manage users and permissions

Custom Permissions

Configure custom permission sets for specific roles:

1. Go to Team > Permissions
2. Select or create a role
3. Toggle individual permissions on/off
4. Save the configuration

Permissions are cached for 5 minutes for performance.

Related Features

• Pipelines - Lead assignment and routing
• Tasks - Task assignment
• Conversations - Conversation assignment