Getting Started

Inviting agents and setting seat count

3 min read 0 viewsby Alphorix Team

Your plan comes with 5 or 10 sales seats included. You can add more at $50 / seat / month.

Add a new user

  1. Open Team in the sidebar
  2. Click + Add user
  3. Fill in name, email, role, and country/language
  4. They receive a login on the email you set

Roles

  • Admin — full CRM access + billing
  • Manager — can edit their team, tune rules, see all reports
  • Sales — sees only assigned leads, works via Kanban

Buy extra seats

When you hit your seat limit, the Team page shows an Upgrade seats CTA that opens Stripe Checkout for additional seats.

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