Inviting Users

Required role: Admin or Owner

Only Admin and Owner users can invite new team members.

Send an invite

1. Go to Team in the sidebar
2. Click Invite
3. Fill in:
   • Name — the person’s display name
   • Email — their work email address
   • Role — User, Manager, or Admin
4. Click Invite

The person receives an email invitation to join your workspace.

Note

You cannot invite someone as Owner. There is only one Owner per workspace.

What happens after they accept

Once the invitee clicks the link in the email and creates their account:

1. They’re added to your workspace with the role you selected
2. They appear in the Team list with “Active” status
3. They can log in and start using the CRM immediately

Choosing the right role

If they need to…	Assign them
Only manage their own deals and contacts	User
See all team data and import/export	Manager
Configure settings, manage team, and admin tasks	Admin

See Roles & Permissions for the full permission breakdown.