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Understanding Manufacturer Roles

Org roles, brand roles, and what each can do across your organization and brands.

Understanding Your Team Dashboard

The Organization view, per-brand views, Members, AECO-Invited Reps, and coverage.

How to Invite a Team Member

Send an invite or add an existing org member to a brand.

Manage Team Roles and Remove Members

Change roles, assign brands, remove members, and transfer leads and conversations.