Users and roles in CRM
Invite your sales team, give each person a role, and pay only for the people who use CRM.
Invite someone
- Go to Settings › Users and click Invite someone new.
- Enter their Email and choose their CRM role.
- Click Send invitation.
They join from the link in the email.
Roles
| Role | Can |
|---|---|
| Admin | Everything, including users, settings and the plan. |
| Manager | Everyone's leads, deals and contacts, reports, pipelines and settings. Not users or the plan. |
| Sales | Their own leads, deals and activities, and quotes, invoices and payments for their customers. |
| Viewer | Read-only: leads, deals, contacts and reports. |
Pricing per user
CRM is priced per user. The Free plan includes 2 users. On a paid plan, choose how many users you need when you buy, and add more from Plan & Billing as your team grows. The trial has the same 2 users as the Free plan.
To stop someone's access, choose No access as their role.