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Invite Team members
Invite Team members

Bring your Sales team, Account managers, Accounting team

Keyur From Clientjoy avatar
Written by Keyur From Clientjoy
Updated over a week ago

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.

โœ๏ธ Note: You can resend the Invitation email from the options available in triple dots if the invitation link is expired.

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