Adding a colleague takes about a minute, and you never have to create or share a password. Inviting people is for chamber admins only.
Invite someone
- Open Settings, then Team.
- Under Invite someone, enter Their name and Their email.
- Choose a role (see below).
- Select Send invite.
They receive an email with a single-use link and choose their own password. The link lasts seven days. No password is sent.
Choosing a role
- Chamber Admin: manages settings, billing, the website and the team.
- Chamber Staff: everyday member, contact, event and email work.
- Accountant (read only): invoices, payments and financial reports.
- Board Viewer (read only): published board reports and PDF packets.
Not sure? Choose Chamber Staff. You can change it later. Under What each role can do, Preview Accountant and Preview Board Viewer show you what the read-only roles see.
Managing your team
Everyone appears in the team list. Someone who has not yet accepted shows an Invited badge.
- Resend sends a fresh invitation.
- Revoke cancels a pending invitation. Confirm with Cancel invite.
- The role menu beside a person changes their access.
- Remove takes away someone's access. Confirm with Remove from team. Their account is not deleted, and the records they created stay in place.
Good to know
- You cannot change your own role or remove yourself, so ask another admin.
- Your chamber must always keep at least one admin.
- If a colleague leaves, remove them here the same day.
- Team manages access to the CRM. If a person also edits your website, review that access separately.
Related: Who can see what: chamber admins and staff; Signing in to the CRM