Invite your team and set roles
Only owners can manage members.
Invite someone
- Open Members. Choose it from the menu and click Invite member.
- Enter their details. Type their Email and choose a Role.
- Click Create invite. The person appears in the list as a Pending invite.
- Tell them. They sign in to Sanil CRM with the Google account that uses that email address and see your invitation.
Inviting the same address again updates the role of the pending invite, so you cannot create a duplicate.
What each role can do
| Owner | Admin | Staff | |
|---|---|---|---|
| Create and edit clients, invoices, quotes and payments | Yes | Yes | Yes |
| Delete clients, invoices, quotes and payments | Yes | Yes | No |
| Change business profile, numbering, tax presets and payment gateways | Yes | Yes | View only |
| Invite, change or remove members | Yes | No | No |
Change, revoke or remove
- To change a role, open the member and choose a new one.
- To cancel an invitation that has not been accepted, use Revoke invite.
- To take someone out, use Remove member.
- An owner cannot remove or demote themselves, so a business always has an owner.
What the person you invite sees
After signing in they see You’ve been invited, with the business name and Roles at a glance. They click Accept to join, or Create my own business instead. One person can belong to several businesses and switch between them later.