Team Management
Invite team members, assign roles, and manage permissions.
Steps
- Go to Settings > Account and scroll to the Team section.
- Click "Invite" to add a team member by email.
- Assign a role: Owner, Admin, Executive, Director, Team, Support, Partner, Viewer, Client, or Board.
- Create custom roles with specific permission sets for fine-grained access control.
Good to know
- Each role has predefined permissions — see the role descriptions for details.
- Custom roles let you mix and match individual permissions.
- Suspended users lose access immediately.
Example: A growing team adds 4 new people: a Director (full access except billing), 2 Team members (CRM-only, no Settings), and a Viewer (read-only — for the auditor doing Q4 reporting). Each gets the right permissions in under 60 seconds via the standard roles, no custom-role surgery needed.
Troubleshooting
Team member can't log in after being invited
Invite may have expired (7 days), or the member used a different email than the invite was sent to.
Fix: Settings > Account > Members. Find the pending invite and click Resend. The member must use the exact email the invite was sent to.
Error messages
Invite already sent— An invite was already sent to this email. Check Settings > Members for the pending invite.Invalid email format— The email address format is incorrect. Check for typos.