Add a team member
Everyone on your team gets their own login, so you can see who did what.
To be the account owner, or have Full access.
Send an invite
Click Settings in the left-hand menu, then the Team tab.
Under Invite someone, type their email address.
Under What can they do?, choose a level (see below).
Press Send invite.
Which access level?
- Full access: includes billing, settings and inviting others. Best for a partner who does the admin.
- Day-to-day work: leads, customers, quotes and messages, but no settings or billing. Best for someone on the tools or in the office.
What happens next
They get an email with a link to set their own password. The link works for 7 days. If the email can't be sent, TradeCRM shows you the link to copy and pass on yourself.
Managing your team
The Team page lists everyone, and anyone you've invited who hasn't joined yet (marked Invited).
- Resend sends a fresh link. Cancel withdraws an invite.
- Remove takes someone off your team, and they can no longer log in. Anything they wrote, like notes and quotes, stays.
- Reset 2FA is for someone who's lost their phone and can't log in. See Add extra security with two-factor login.
How many people can I add?
It depends on your plan: Starter 2 logins, Business 5 and Pro 10. The Team page shows how many you've used. Invites waiting to be accepted count as taking a seat, and removing someone frees theirs.
Out of seats? You'll see a link to the plans. See Subscribe, upgrade or change your plan.
Still stuck?
If this didn't solve it, tell us what you're trying to do and we'll help.