Inviting your team
Invite teammates, assign roles, and manage who can access what in your SAMI OS organization.
Bring your team into SAMI OS so leads, conversations, and deals are shared.
Invite a teammate
Open team settings
Go to Settings → Team.
Send an invite
Enter the teammate's email and choose their role, then send the invite.
They accept
Your teammate clicks the link in their email and sets a password.
Owner and billing settings are limited to organization owners.
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Last updated 2026-06-20
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