CRM Team Members Management | Add, Edit & Control Access

This screen enables administrators to add, view, edit, and manage team members, assign roles, and control access within the CRM workspace.

This screen is part of Settings →Workspace → Team Members and is used to manage users within the CRM workspace.

Screen - Team Member

Key elements of the screen:

• Team Members List:
• Displays all added users with the following details:
• Name: Team member’s name
• Email: Registered email ID
• Status: Current account status (e.g., Active)
• Roles: Assigned roles such as Owner or Admin
• Action: Icons to view, edit, or manage the user
• Search Members:
• Allows quick search of team members by name or email.
• Invite Button:(Top Right Corner)
• Used to invite new team members to the CRM by sending an invitation email.