Team, invitations and roles

Invite your team

1. 1
   Open Settings, then Users.
2. 2
   Press Invite by email. Enter their Email address, optionally their name, and choose a Role.
3. 3
   Press Send invitation.
4. 4
   They open the link, set their name and password, and see You’re in!.

• The link works once for 7 days.
• If the email cannot be sent, copy the link with Copy link and send it yourself.
• Under Invitations waiting for an answer you can Resend or Cancel.
• Prefer to set the password for them? Use Add with password.

On each row you can switch a person off, Edit User or Remove User.

Roles and permissions

Open Roles for Roles & Permissions. Press Add New Role, name it, and tick read, write and delete for each area: dashboard, contacts, companies, deals, tasks, meetings, follow-ups, calendar, documents, reports, analytics, pipelines, lead sources, custom fields, automation, users and settings.

The built-in roles cannot be deleted. Every change is recorded in your audit trail.