Managing Team
Team list
Section titled “Team list”Go to Team in the sidebar to see all workspace members. The table shows:
- Name
- Role — displayed as a badge, or a dropdown to change it
- Status — Active (green) or Inactive (red)
- Joined — when they joined the workspace
- Actions — deactivate or reactivate
Change a user’s role
Section titled “Change a user’s role”- Find the user in the Team list
- Click their role dropdown
- Select the new role: User, Manager, or Admin
- The change takes effect immediately
Deactivate a user
Section titled “Deactivate a user”Deactivating a user prevents them from logging in, but preserves their data.
- Find the user in the Team list
- Click Deactivate
- Their status changes to “Inactive”
Deactivated users:
- Cannot log in
- Their records (contacts, deals, etc.) are preserved
- Can be reactivated at any time
Reactivate a user
Section titled “Reactivate a user”- Find the inactive user in the Team list
- Click Reactivate
- Their status changes back to “Active”
Transfer ownership
Section titled “Transfer ownership”The Owner can transfer ownership to an Admin:
- This promotes the Admin to Owner
- The previous Owner is demoted to Admin
- There is always exactly one Owner per workspace