Team
Invite people to your agency, change their role, edit their contact card and see who can do what in Settings.
Team is where your agency's admins invite people, change roles and take people off the team. Open it from Settings › My agency › Team.
Invite people
- Type one or more email addresses under Invite. You can paste several at once; the button counts them ("Invite 3 people").
- Select Invite.
Each person gets an email with a link to join and shows under Invited until they accept. Send again sends a fresh email; Revoke is in the row menu. Everyone joins as a Team member.
On Foundation, if the new people don't fit on your plan, Fondaro asks first ("Add 2 people to your plan?") with what is charged today for the rest of the month. Nothing is added without that confirmation.
During your free trial, new people are free until the trial ends. The form and the confirmation say what each person adds after that and what your whole team will cost, for example "Your plan goes from 1 to 4 people. Free until 30 October 2026, then €396 a month."
On Growth, your monthly budget includes one person per €200, up to 20. When your plan is full, the invite stops and Change plan opens on its people step, where you can add people at €99 each ($99 in US dollars) or raise your budget on the Growth page.
Change someone's role
- Open the person's row menu.
- Choose Make admin or Make team member and confirm.
| Role | Can use |
|---|---|
| Admin | Everything, including billing, the team, branding, calling numbers, the website and every agency setting |
| Team member | The CRM, calling, Ask Fondaro, properties, reports and documents, plus their own pages under Settings › Me |
You can't change your own role.
Edit a contact card
Everyone edits their own card (title, phone, WhatsApp and the email shown on brochures) on Settings › Me › Profile. As an admin you can edit a teammate's: open their row menu and choose Edit contact card.
Remove someone
- Open the person's row menu and choose Remove from team.
- Confirm.
They lose access to your agency and their inboxes are disconnected. The number of people you pay for does not change by itself; lower it in Change plan on Billing.
Anyone can delete their own account from Settings › Me › Account. If you are the only admin, make someone else an admin first.
Group people into teams
If you often assign the same people together, put them in a team such as Sales or Rentals in the Teams section at the foot of this page. See Teams.
Agency settings
Agency settings, beside Invite, holds your agency's name and logo. Leave agency and Delete agency are at the bottom of that page, each behind a confirm.
Who can do what
Open Settings from your picture at the foot of the icon bar, with ⌘, (Ctrl+, on Windows) or with G then S. It opens full screen with six tabs: Me, My agency, Billing, Usage, Integrations and Move from another CRM. Esc takes you back. A team member sees Me and Integrations.
| Page | Tab | Team member | Admin |
|---|---|---|---|
| Profile | Me | Your name, photo, contact card and how other agencies see you | Same |
| Inboxes | Me | Your own email, calendar, WhatsApp, Telegram, Instagram and LinkedIn, the inboxes given to you, your signature | Same, plus the shared mailbox and everyone's inboxes |
| Phone number | Me | Your own number | Same |
| Notifications, Account, Give a free month, Blocked people, Setup | Me | Yes | Yes |
| Team, Calling, Branding, AI & models, Tags, Agency settings | My agency | No | Yes |
| Billing, Your Growth leads | Billing | No | Yes |
| Usage | Usage | No | Yes |
| Integrations | Integrations | Sees every integration; uses Fondaro MCP, Your inboxes and API keys | Yes |
| Fondaro MCP | For developers | Yes | Yes |
| API keys | For developers | Your own keys, and sees the agency's | Every key |
Each person connects their own inboxes and adds their own phone number, so nothing waits on an admin. Both need your agency to have chosen a plan.