Team Management
Invite colleagues, manage roles, and control who can view or edit data across your workspace as responsibilities shift and permissions stay aligned.
Inviting team members
Send email invitations, assign a role, and add colleagues to your Proquiro workspace without extra setup or manual onboarding steps.
Understanding roles and permissions
Understand the Owner, Admin, Manager, Field Executive, and Lead Assistant roles, and control who can access each part of the platform as needed.
Reassigning leads in bulk
Move open leads from one team member to another in a single step when someone leaves or workloads need to be rebalanced.
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.