Employees vs. Admins — seats explained
Every user in your workspace is either:
- Admin — full workspace access; can manage settings, billing, and other users. Your plan includes a set number of admin seats.
- Employee — day-to-day CRM use (leads, customers, follow-ups, tasks) scoped by whatever role they're assigned. Your plan includes a set number of employee seats.
Employees → New or Admins → New — and both can be deactivated instantly (via Toggle) without deleting their history, freeing up the seat for someone else.
Running out of seats? See Buying extra seats or requesting a plan change under Billing & Plans.