Bring your team in
- Three ways to add someone — send an email invite (or copy the invite link and share it yourself), add just their mobile number so they sign in with a code sent on WhatsApp — no password needed — or create the account and hand over a password.
- Sign-in options: email & password, Google, or mobile number with a one-time code.
- Profile prompts — a gentle banner reminds teammates to add missing contact details such as a phone number, so WhatsApp and calling work smoothly.
- Teams — group people by city, product or language for lead rotation and reports.
- Deactivate anyone in one click — they stop receiving leads and their history stays.
Roles & permissions
Use the built-in Admin and Member roles, or create your own — for example a read-only Viewer for a partner or accountant. Choose from 14 permissions:
- Manage users & teams · Manage roles
- Edit organisation settings · Manage lead sources & assignment
- Manage templates · Manage automations · Manage sequences
- Edit leads · Delete leads · Permanently delete leads · Merge duplicates
- View audit log · Manage API keys, webhooks & alerts · Manage billing
New members start with just the ability to work their leads — they can't delete or permanently erase leads or change settings until you grant it. Someone who can invite people but can't manage roles also can't give a role with more access than they have themselves.
Reps see only their own leads. A sales rep sees and works only the leads assigned to them (and leads they have a meeting with). Admins see everything. No more leads leaking out of a shared spreadsheet.
Permissions are checked on our servers, not just hidden in the screen.
Audit log
See who changed settings, roles and users, who deleted or merged leads, who created API keys — with the time and the person.
How we protect your data
- Every workspace is completely separate — no other business can see your leads.
- Sensitive secrets (email passwords, API keys, connection tokens) are encrypted.
- API keys are stored securely and can be read-only.
- Webhooks are signed, and public forms are protected from spam.
- Deleted leads stay in a 30-day recycle bin, and only people with the purge permission can erase them permanently.
- A lead's data can be exported or erased on request.
Help without leaving the app
Raise a support request from Settings → Help & support; replies from the Ridhzo team appear there and in your notifications.
Read more on our Security page.