Contacts & CRM

Team Management

Add team members, set permissions by role, and track who does what. Perfect for growing businesses with multiple staff.

Team management page showing user avatars, names, roles, and last active timestamps

team/hero.webp (1200x675)

Key Benefits

Role-Based Access

Control who can see and do what.

Invite by Email

Add team members with a simple email invite.

Activity Tracking

See who did what and when.

Multi-Company

Team members can access multiple companies.

Inviting a team member by email with role selector dropdown (Admin, Accountant, Viewer, etc.)

team/showcase-1.webp (1200x675)

Role-Based Access

Control who can see and do what.

User invitations

Role assignments

Permission management

Activity log showing recent team actions — who created invoices, approved POs, and updated records

team/showcase-2.webp (1200x675)

Invite by Email

Add team members with a simple email invite.

Activity log

Multi-company access

Profile management

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HMRC Recognised

No Credit Card Required

14-Day Free Trial

What You Can Do

User invitations

Role assignments

Permission management

Activity log

Multi-company access

Profile management

Two-factor authentication

Session management

Ready to Try Team Management?

Start your free 14-day trial today. No credit card required.

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