Inviting Team Members and Roles Explained

What team invitations are

You send an invitation to an email address with a role attached; accepting the resulting link creates their account inside your organization. If you've connected your own email under Settings → Email, the invite is emailed to them automatically. If not, you get a copyable link right after creating the invite to share however you like — WhatsApp, Slack, a text message.

Why invites instead of open signup

Your organization's data — contacts, deals, financials — should only be visible to people you've deliberately let in. An invite-only model means every team member's access starts from a decision you made, not from anyone who happens to sign up.

When to invite someone

As soon as they need to see or work in your CRM — don't wait for a "formal" onboarding moment. There's no cost to inviting someone early on a plan with available seats.

How to invite a teammate

1. Go to Settings → Team.
2. Enter their email and choose a role (Owner, Admin, or Member — see Understanding Permissions).
3. They receive an invitation link — by email automatically if you've connected SMTP, or as a link you copy and send yourself otherwise. Accepting it creates their account and adds them to your organization.
4. Pending invitations are listed and can be cancelled before they're accepted.

Team size is limited per plan (Starter: 5 users, Growth: 10 users, Scale: unlimited) — pending invitations count toward this limit the same as active users.