Inviting your team
Create users with the right role, branch and department, and email them their login.
Inviting a teammate creates their user account and emails them their credentials. Each invite captures the access details the CRM needs: role, branch, and optionally department and designation.
Invite one person
- Open the Invite Team page.
- Enter the person’s email (and optionally name and phone).
- Pick a Role — this controls what they can access.
- Pick at least one Branch (required), and optionally a Department.
- Select Send Invitations. The user is created and their login is emailed to them.
Add several at once
Use Add Another to queue multiple people, each with their own role and branch, then send them together. You’ll see a per-row result showing who was created.
Seats are limited by your plan. If you hit the limit you’ll see a seat-limit notice — remove inactive users or upgrade to add more. For large lists, use Bulk Invite.
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