Add your team — seats & roles

Direct REI lets other people work inside your account with their own logins — no password sharing. Manage it all under Settings → Team (only the owner and admins see the team controls).

Seats by plan

• Free / Starter: 1 seat (just you).
• Pro: your seat + 2 extra — enough for a VA plus an acquisitions manager or partner.
• Scale: unlimited seats.

The four roles

• Owner — you. Full control, including billing.
• Admin — everything except billing/ownership, including managing other team members.
• Member — works the account (contacts, outreach, dialer) but can't manage the team.
• Viewer — read-only.

How to invite someone

1. Go to Settings → Team.
2. Enter their email and pick a role.
3. Direct REI emails them an invite link with that email locked in. If the email couldn't be sent, use Copy link and send it yourself.
4. They open the link and create their own password. Then they click the confirmation email we send to that address, and they're added to your team and land in your account. You never see or handle their credentials.
5. If they already have a Direct REI account, they just sign in with that email and join automatically.

Account switching

Once someone accepts, they get an account switcher in the top bar. They switch into your account and see your data — and your plan's caps apply while they work in it, not their own. A VA on a free personal account still gets full Pro capabilities while working inside your Pro account.

What's next

Put a teammate to work in the Cold-call workflow with the dialer.