Invite a teammate
1
Open Settings → Team
In the dashboard, go to Settings and open the Team tab. (You must be an Admin to see the invite controls.)
2
Enter email and pick a role
Type the teammate’s email address and choose a role:
- Admin — can manage the team, settings, lines, and billing.
- Member — can use the workspace (leads, campaigns, inbox) without admin controls.
3
Send the invite
Click invite. What happens next depends on whether they already use Tuco:
- Existing Tuco user → added to your workspace immediately.
- New user → receives an email invitation with a link to join. The pending invite (and its link) shows in your Team tab until they accept.
Roles
Make messages come from the right rep
Once teammates are in the workspace, map your CRM owners to them so each lead’s outreach is attributed to the correct person:- HubSpot — map
hubspot_owner_idto Tuco members in Integrations → CRM → Owner Mapping. Tuco also auto-matches by email when a new member joins. - GoHighLevel — map GHL users to Tuco members the same way.
Frequently asked questions
Who can invite teammates?
Who can invite teammates?
Only workspace Admins. Members can use the workspace but can’t invite or remove people.
My teammate didn't get the invite email.
My teammate didn't get the invite email.
Check the pending invitation in Settings → Team — it includes a join link you can copy and send them directly. Ask them to check spam, and confirm the email address is correct.
What's the difference between Admin and Member?
What's the difference between Admin and Member?
Admins manage the team, lines, settings, and billing. Members can use the workspace (leads, campaigns, inbox, sending) but can’t change team or account settings.
Can I change a teammate's role later?
Can I change a teammate's role later?
Yes — manage existing members from the Team tab. If you need help, contact support@tuco.ai.