Bring your Sales team, Account managers, Accounting team, etc to Clientjoy. You can give them access to Sales Pipeline, Invoicing, Clients, etc. based on your needs.
Types of Roles
Owner: Have all access to the workspace. Can remove admins.
Admin: Have access to all modules and settings. Can add admins but can't remove them.
Member: Can't access settings and have access to modules that are granted by admins.
Types of Permissions
Leads or Sales Pipelines
Clients
Invoices
Documents
Settings
Teams Page
Navigate to Settings > Team
From here you can add team members, change their permissions or remove them.
Adding a team member
Click Add team button
Click on send Invitation to send the invite.
✍️ Note: You can resend the Invitation email from the options available in triple dots if the invitation link is expired.