Users and roles
Who signs in to the CRM and what they can do.
| Role | Can |
|---|---|
| Member | Work leads, follow-up and scheduling, and see metrics. |
| Admin | The same, plus settings, team, integrations, expenses and users. |
- Whoever creates a workspace is its admin.
- Admins invite by email from Settings → Users.
- An admin can't remove their own role: there's always at least one.