Adding Team Members

Your portal supports multiple users from your organization.

How to Request Access for a Team Member

Contact your CSM (Jordan) or email support@piqely.com with:

• Team member's name
• Email address
• Role (e.g., AE, Sales Manager, CEO)

We'll send them an invite link directly.

What Team Members Can See

All users on your account have access to:

• Dashboard and KPIs
• Meetings pipeline and outcomes
• PIQ score and assessment
• Campaign stats
• Billing page (view only)

Coming Soon

Self-serve team management directly from the portal Settings page.