Team Management

Team Management (accounts) is the directory of users who log into this CRM organization — not your customers. Customers live under Contacts.

User list

Open Team Management to see colleagues, invite or create users (when allowed), and assign roles. Each person’s access is controlled by Roles & Permissions.

Good practice

• Give people the smallest role that still lets them do their job.
• Disable accounts when someone leaves instead of sharing logins.
• Use Team Activity to see who is working in the product.