Invite and manage your team

Everyone who works in the CRM has their own sign-in. Owners and admins invite people, put them in teams, and decide their role. All of this lives under Settings → Team.

The four roles

Every person has one of four roles:

• Owner: the person who runs the workspace. Can do everything, including making someone else an owner.
• Admin: can do everything an owner can in the CRM, such as settings, users and pipelines.
• Manager: by default sees everything and changes records in their own team and the teams under it. Managers can also open Analytics and manage pipelines.
• Agent: by default sees their team's records and changes only their own.

What managers and agents may see and change, module by module, is set by roles under Settings → Access. See Roles and permissions.

Invite someone

You need to be an owner or admin.

1. Open Settings and choose Team under General.
2. Click Invite.
3. Type their Name and Email.
4. Choose a Role: Admin, Manager or Agent.
5. Leave Password (optional) blank so they choose their own. If you type one, it must be at least 10 characters, and they can sign in with it straight away.
6. Click Send invite.

When the password is blank, they get an email with a link to choose a password. The link works for a week; invite them again if it lapses. If they already have a TicAte account, they are told the workspace is open to them and sign in with their own password.

Under the heading, the CRM shows how many seats are in use, for example 4 of 5 seats in use. An invitation that has not been accepted yet holds a seat too, so the line adds, for example, · 1 held by an invitation not yet accepted. When all seats are taken, ask us for more at support@ticate.com.

Group people into teams

Teams are the departments of your business, such as Sales, Accounts or Delivery. Roles and field visibility can follow them.

• To add a team, type its name in the box under Teams and click Add team.
• To put someone in a team, pick it in the box under their name.
• To rename a team, click the settings icon next to it. To delete one, click the bin; its members stay, without a team.

Change someone's role

1. Open the person's profile. For example, click their name on a record and choose Open profile.
2. Click Manage at the top right of the profile.
3. Under Role, click the new role.

Only an owner can make someone else an owner. The same menu can email them a password reset link.

Dismiss someone who leaves

1. In Settings → Team, hover over the person and click Dismiss.
2. Choose who gets their open leads, deals, contacts, tasks and chats under Hand their open leads, deals, contacts, tasks and chats to, or leave them where they are.
3. Click Dismiss with their name.

They are signed out everywhere at their next click and can open nothing in the workspace. Their records, messages and history stay as they are, and their seat is freed.

Dismissed people appear in a Dismissed list at the bottom. Click Reactivate to let them back in.