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Users & Teams lists everyone in the company. You need company-wide admin access to open it. The page has two tabs, Users and Teams. The summary cards are Active seats, Admins and Commissionees. Search with Search team members…, and narrow the list with Filter role and Filter status.
Users list with Active seats, Admins, Commissionees, role and status filters

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Statuses

CRM users are matched to existing people by their CRM identity, then by email. A new CRM user is created as Imported from CRM with the Employee role. An inactive user in the CRM becomes Deactivated. Someone who already has an account keeps their current status.

Invite and enable users

Turn a CRM user into someone who can sign in.

Roles

Admin, Employee and custom roles.

User variables

Base salary and other per-person amounts.

Plan membership

Who is on a plan, and from which date.

Invite and enable users

CRM users are synced automatically. Invite them to sign in, or create a user by hand when they are not in the CRM.

Roles

Every person has a role. Admin and Employee are built in. Custom roles are created under Settings, Roles.

Manage user variables

Set Base Salary, Variable Salary and custom amounts per person, with an effective date for each change.

Plan membership

Add people to a compensation plan, set the date they start, and archive them when they leave the plan.

Teams

Teams group people under a manager. Roll-up quotas and the managed-members filter use that relationship.
Last modified on October 27, 2026