Team

The Team page is where owners and administrators manage who works in the company: invitations, roles, suspending and removing access, and the history of every change. It also holds the workspace's appearance and the way to leave a company. This guide covers each part, and custom roles.

Roles

Every member has one role in the company. For the full picture of what each role may do, see Roles and access.

Owners can give and change all four roles. Administrators can only invite and manage members and viewers: owners and administrators show as Protected role to them. Nobody can change their own role or membership here. A company always keeps at least one active owner: the last one can't be demoted, suspended, removed, or leave.

Open the page with Team in the sidebar. Members and viewers see their own membership and the option to leave.

Invite someone

1. Open Team and select Invite a member, or scroll to Invite someone to your team.
2. Fill the Email address of the person.
3. Choose their Role in organization.
4. Select Create invitation link.
5. Under Your invitation link is ready, copy the Invitation link and send it to that person yourself, for example by email or chat.

The link is shown only once, right after you create it, and the system doesn't email it for you. It is valid for 7 days. Access begins only when the person accepts.

What the invited person does:

1. Opens the link.
2. If they have no account yet, creates one for the invited address: a name and a password of at least 12 characters with upper and lower case letters, numbers and symbols. Then they confirm their email address.
3. Reviews the company and the role, and selects Accept invitation & join.

They must accept from an account with the same email address the invitation was made for.

Manage invitations

The Organization invitations list shows each invitation's email, role, status and expiry. New link issues a fresh link for the same email and role, and the previous link stops working. Revoke cancels a pending invitation.

Change a member's access

1. In Team members, find the person and open Manage membership.
2. Choose what to do:
   • Pick a new role and select Save role.
   • Select Suspend access. The person can no longer open the company, but their membership and everything they did stay. Restore access brings them back.
   • Select Remove membership to end it. To bring them back later, invite them again.

Tasks, deals and contacts owned by someone who leaves stay as they are. Reassign them from the records.

Your plan sets how many active members the company can have (Users). The limit is checked when someone accepts an invitation and when you restore a suspended member, and the message names the limit. Suspended members don't count.

Membership history lists who changed which membership, from what to what, and when. Recent invitation changes lists invitations issued, reissued, revoked and accepted.

Leave a company

At the bottom of Team, open Leaving options and select Confirm leaving organization. Your account and your other companies stay. An owner can leave only if another active owner remains: make someone else an owner first.

Appearance

Owners and administrators choose how the workspace looks for everyone in the company:

1. Under Appearance, choose a Color style: Journey, Emerald, Indigo, Clay or Graphite.
2. Choose a Font: Default font, Device font, Cairo, Tajawal or IBM Plex Sans Arabic.
3. Select Save appearance.

Light and dark mode still follow each person's device.

Custom roles

A custom role takes features away from some members, on top of their role. It never gives anyone more than their role allows. Custom roles are available when your plan includes Custom roles, and owners and administrators manage them.

To open it, click Custom roles at the top of the Team page. The button shows for owners and administrators when your plan includes it.

1. Under the form, type a Role name (up to 80 characters).
2. Under This role cannot use, tick at least one feature.
3. Select Create role.
4. Under Team, choose the role next to each person, or No custom role, and select Save.

• A company can have up to 20 custom roles. Remove deletes a role and takes it off everyone who had it.
• The owner can't be restricted.
• A restricted person who opens a blocked feature sees a page saying it isn't available. The sidebar may still show the link.
• When API access is blocked, that person's API keys stop working too. When Campaign returns is blocked, their keys can no longer send ad spend.
• A custom role stays in force even if your plan later loses Custom roles, so no restriction is lifted silently.
• A custom role limits features, not records: it can't limit someone to "my contacts only".

Other buttons on the Team page

• Subscription & features shows your company's package and what it includes. See Plans and billing.
• Organization branches opens branches. See Branches.
• Temporary support access (owners only) lets you give a named support operator a short, read-only look at your company's status and membership counts, for 5 to 60 minutes, with a reason. Use the operator ID your support contact gives you. You can revoke a grant at any time, and each use is logged on that page. It never shows your customers' data.

The simple menu

Members start with a simple menu: home, alerts, today, conversations, contacts, deals, tasks, appointments, team and plan. Owners and administrators start with the full menu. Anyone can switch at the bottom of the menu with Show the full menu or Show the simple menu; the choice is kept on that device.

Troubleshooting

"You have reached the limit of your package: Users." Suspend or remove someone, or change your plan.

The person says the invitation is unavailable. It expired, was revoked, was replaced by a new link, or they are signed in with another email address. Create a new link and check the address.

I can't change someone's role. Administrators can't manage owners or administrators, and nobody can change their own membership.