Team Management
Invite colleagues, assign Admin or Member roles, and control who can view or edit data.
Inviting team members
Send email invitations to add colleagues to your Proquiro workspace.
Understanding roles and permissions
Understand the Admin and Member roles and control who can view, edit, or delete data.
Reassigning leads in bulk
How to bulk reassign leads when a team member leaves or workload needs rebalancing.
Deactivating and reactivating team members
How to deactivate users who have left the team and reactivate them later — including what happens to their leads and tasks.