Team | Knowledge Base | Better Sales Pro

Knowledge Base

Team

Manage staff, partners, and assistants associated with your account in Better Sales Pro.

Open Team

  1. Go to Edit Profile.
  2. Under Business, click Team.

What you can do

  • View team members linked to your account
  • Invite or add assistants where permissions allow
  • Review roles assigned to each person

Typical steps

  1. Open Team.
  2. Use Add / Invite if available for your role.
  3. Assign the correct role or access level.
  4. Save changes.

Common issues

  • Invite option missing — only account owners or managers may manage team members.
  • Person cannot log in — confirm they accepted the invite and have an active status.

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