TEAM SETUP · 3 MIN READ

Inviting your team

OraTek is invite-only. Only an admin (or anyone they delegate to) can add new members. Reps can't self-register into an existing org.

Send an invite

Open Account → Team (or click "Manage Teams" from the Org Chart).
Click Invite member.
Enter their work email and pick a role.
Optionally assign a team and a direct manager. Both show up in the org chart and drive permissions.
Send. They get an email with a setup link valid for 7 days.

Roles

Rep — sees their own contacts, deals, tasks. Can use the dialer, Julie, team chat. Cannot see other reps' DMs or private contacts.
Marketer — sees all contacts in the org (bulk work) but can't change reps' deal numbers or quotas.
Manager — sees their team's data (anyone with team_id matching theirs OR manager_id pointing to them). Can edit team rules + create automations.
Director — sees their entire division.
Admin — full read/write on the org. Billing, role changes, deletions, pipeline customization.

The hierarchy

Each user can have a manager_id pointing to another user in the same org. The Org Chart view (sidebar → Org Chart) renders this as a 4-level visual tree. Drag a person under a new manager to reparent. Cycles are blocked.

Bulk invites: if you have 20+ people to invite, ping us — we'll do a CSV upload directly into your org rather than ask you to click 20 times.

Revoking access

Account → Team → click a member → Disable. They keep their data attribution (audit log, deals they closed) but can't sign in. Re-enable any time.