Invite Users

Invite teammates by email and assign a role to control what they can access. Roles are Admin, Member, and Viewer — the workspace owner is shown as Owner.

Access Levels

• Admin: Full access — can invite and manage members, review pending invitations, manage shared lists, and edit workspace settings. Workspace owners are always Admin.
• Member: Standard access — works with leads, deals, and daily sales tools. Cannot manage members or workspace settings.
• Viewer: Read-only access — can view records without editing or managing the workspace.

Only owners and admins can send and manage invitations.

How to Invite Members

1. Click Invite team member at the bottom of the left sidebar. Admins can also use Invite User at the top of Settings.
2. Enter the teammate's email address.
3. Select the role: Admin, Member, or Viewer.
4. Optionally add a Personal Message to include with the email.
5. Click Send Invitation.

Pending invitations are listed under Settings → Invitations. From there admins can Resend, Copy Link, or Cancel an invitation.

Invitation & Login Process

1. The invited teammate receives an email with an Accept invitation button. A personal message, if added, appears inside the email. The invitation expires in 7 days.
2. Opening the link shows a confirmation page. They must log in, then click Accept Invitation to join. They can also choose Login with different account if the email does not match.
3. After accepting, they land in the workspace and can update their details from Settings → Profile.

If an invitation expires or is cancelled, it cannot be used. Expired invitations can be resent from Settings → Invitations, which extends the expiry.

This ensures secure onboarding with role-based access — only owners and admins can invite, and every invitation is tracked until accepted, declined, cancelled, or expired.