Inviting Your Team

Required role: Admin or Owner

Only Admin and Owner users can invite new team members.

Invite a team member

1. Go to Team in the sidebar
2. Click Invite
3. Fill in:
   • Name — the person’s display name
   • Email — their email address (they’ll receive an invite)
   • Role — choose one of: User, Manager, Admin
4. Click Invite

The invitee receives an email with a link to join your workspace.

Choose the right role

Role	Best for	What they can do
User	Individual salespeople	Create and manage their own contacts, deals, and activities. Can’t see other team members’ records.
Manager	Team leads	View and manage all records. Can import/export data. Can’t access settings or team management.
Admin	CRM administrators	Everything a Manager can do, plus manage settings, team, pipelines, tags, custom fields, plugins, AI config, and audit log.

Note

You cannot invite someone as Owner. There is only one Owner per workspace — the person who created the account. Ownership can be transferred to an Admin from the Team page.

After they join

Once a team member accepts the invite and signs up:

• They appear in the Team list with an “Active” status
• They can log in and start using the CRM immediately
• Their role determines what they see and can do (see Roles & Permissions)

What your team sees

• Users see only their own records in list views, and their own data on the dashboard
• Managers see all records across the team
• Admins see everything and can access Settings, Team, and Audit Log in the sidebar

Next steps

• Understand roles and permissions — full breakdown of what each role can do
• Manage your team — change roles, deactivate users, transfer ownership