Team Management
Invite users, assign roles, and manage team permissions.
Manage your team from Settings → Team. The header shows a breakdown of your team by role.
Inviting Users
- Click Invite User
- Enter the user's email and optionally their name
- Select a role: Admin, Manager, or Rep
- Click Send invite
The user receives an invitation email and can sign in with Google, Microsoft, or magic link.
Roles and Permissions
CRM Factory uses a three-tier role model:
| Permission | Admin | Manager | Rep |
|---|---|---|---|
| View own records | Yes | Yes | Yes |
| View team records | Yes | Yes | — |
| View all records | Yes | — | — |
| Create and edit records | Yes | Yes | Yes |
| Delete records | Yes | Yes | — |
| Import / export | Yes | Yes | — |
| Reports | Yes | Yes | — |
| Automations | Yes | Yes | — |
| Integrations | Yes | — | — |
| Team and roles | Yes | — | — |
| Billing | Yes | — | — |
| Security and API keys | Yes | — | — |
| AI features | Yes | Yes | Yes |
| Data Lake | Yes | Yes | — |
Managing Members
The members table shows each user's name, email, role, status, and available actions. Admins can change roles or remove team members.
Record Ownership
When a user is assigned as the owner of a record (account, contact, opportunity, lead, or case), that record appears in their personal views and dashboards. Ownership can be changed by editing the record or through automation rules.