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Each member signs in with their own account and has an organization role. Invite people through Team Members; adding a CRM contact does not grant app access.

Invite a person

  1. Check the active organization and open Team Members.
  2. Start an invitation, enter the email and choose the intended role.
  3. Review pending invitations. The recipient must open the link using the account with the invited email.
  4. After acceptance, check that the person appears among active members with the correct role.
Inviting requires team_member.create. Member limits depend on the plan; check Plans if the app blocks new invitations.

Manage access

Change roles from the list, including several selected members. Review the affected people before confirming: roles change what they can see and do. An invitation can be pending, accepted, revoked or expired. Resending an invitation does not mean it has been accepted.

Acceptance problems

History appears when Change history is enabled for the organization and your role includes audit.read.

Frequently asked questions

Yes. Access is managed per organization. Check the active organization before inviting people or changing roles.
The invitation is tied to its recipient email. Use that account or request a new invitation addressed to the correct email.
Access depends on the role and its scopes. Review Roles and permissions.

See also