Team Management

Invite team members to collaborate on your CRM. Manage access levels and team member permissions.

Team Overview

Growffinity CRM supports multiple team members per account, allowing you to collaborate on customer management, campaigns, and workflows.

User Roles

Owner:

• Full access to all features
• Can invite and remove team members
• Can manage billing and settings
• Cannot be removed from the account

Member:

• Access to customers, orders, companies
• Can create and manage campaigns
• Can create and manage workflows
• Cannot access billing or team settings
• Cannot access admin panel (for super admins)

Inviting Team Members

Send an Invitation

1. Navigate to Settings → Team
2. Click Invite Team Member
3. Enter the team member’s email address
4. Click Send Invitation

Invitation Process

1. Team member receives an email invitation
2. They click the link to accept
3. If new to Growffinity, they create an account
4. If existing user, they’re added to your team
5. They can now access your CRM data

Pending Invitations

View and manage pending invitations:

• See all outstanding invitations
• Resend invitation if needed
• Cancel/revoke invitations

Managing Team Members

View Team Members

The team settings page shows:

• Member name and email
• Role (Owner/Member)
• Status (Active/Pending)
• Date added

Remove Team Members

1. Go to Settings → Team
2. Find the team member
3. Click Remove
4. Confirm removal

Removed members immediately lose access to your CRM data.

Access Control

What Team Members Can Access

All Members:

• View and manage customers
• View and manage orders
• View and manage companies
• Create and manage workflows
• Create and manage campaigns
• View analytics and reports
• Create and manage tags/groups

Owners Only:

• Team management (invite/remove)
• Billing and subscription
• Store connections
• Account settings
• API keys

Data Isolation

• Team members only see data from stores connected to your account
• Each team member’s actions are logged with their identity
• Audit trail shows who made each change

Demo Accounts

For demonstrations or limited access scenarios:

Creating a Demo Account

Contact your administrator to create a demo account with:

• Limited access (member role)
• No admin panel visibility
• Same data access as regular members

Demo Account Use Cases

• Sales demonstrations
• Client previews
• Training new staff
• Temporary contractors

Best Practices

Team Organization

• Invite only necessary team members
• Review team access regularly
• Remove departed employees promptly
• Use descriptive invite messages

Security

• Each team member should use their own account
• Don’t share login credentials
• Review audit logs for unusual activity
• Limit owner role to essential personnel

Onboarding

• Provide documentation links to new members
• Walk through key features
• Set expectations for data handling
• Establish naming conventions for tags/groups