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Open Admin Settings → Team & access. Under the standard role rules, the Owner and Super Admin manage users. An Admin manages data and settings but cannot manage the team.

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Add a teammate

  1. Select the add-user action on Team & access.
  2. Enter the user’s email address, name, and optional phone number.
  3. Choose the Role that matches the person’s responsibilities.
  4. Choose whether to send an invitation email and submit the form.
  5. If you did not send an invitation, copy the temporary password shown once and provide it securely to the teammate. They will need to complete the sign-in setup.
  6. Confirm the user appears in the team list. Use search and status indicators to review their account.

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Choose a role

Use the role glossary on Team & access for the detailed resource/action matrix. An event’s volunteer scanner link is a separate event assignment; it does not create a full CRM user.

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Change or remove access

Open a user’s edit action, review their role and account status, save, and ask the user to sign in again if access has not refreshed. Before deleting a user, review the confirmation and ensure they no longer need access. You cannot delete your own account through team management. The Owner is protected, and a Super Admin cannot manage the Owner. The Owner role cannot be reassigned from this screen.

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Troubleshooting

  • No user-management actions: confirm you are signed in as Owner or Super Admin.
  • Invitation missing: confirm the email spelling and invitation choice, then check spam. Use Get support if account setup cannot be completed.
  • Visible page but action denied: view and change permissions are separate. Check the role glossary for the specific action.
  • A module is missing: confirm the organization has that module enabled as well as the user’s permission.
For personal password and authentication settings, see Your account.