Team members, roles, and what each sees

Invite teammates from Settings, then Team. Team members are unlimited on every plan. Each person gets one of two roles.

• Admin: sees every conversation and appointment, edits inventory, instructions, and campaigns.
• Salesman: works their own conversations and appointments with Moshee’s help.

What each role sees

A salesman sees a complete personal workspace: their conversations, their appointments, their customers. It is a whole view, not an admin view with things greyed out.

Admins see across the team: every conversation, the shared calendar, campaign results, and the business settings. Handing a conversation from one salesman to another carries the full history with it.