Manage your team and permissions

Access in Evergrowth is organized around teams and users. A team is a named role that carries its own permissions; a user is a person you invite and assign to a team, so they inherit exactly what that team allows. You manage both from Settings, under Users management, which is available to people whose team can manage users or teams. For what each team can do, see Teams, roles, and permissions.

Before you start

You need a team that can open Settings and manage users or teams. If you do not see Settings in the left navigation, or the Users management card, ask a teammate who has that access to make the change.
Have the email addresses of the people you want to invite ready. Each person is invited by email.
Decide which team each person should be on. Every workspace ships with four ready-made teams - Admin, Sales Ops, Sales Rep, and Read-only - and you can also create your own.

Open Users management

In the left navigation, open Settings, then choose the Users management card.
The screen has two tabs:
- Teams - the teams in your workspace and the permissions each one grants.
- Users - the people in your workspace and the team each one is on.

Manage users

Open the Users tab. It lists everyone in your workspace in a table with columns for Email, Name, Role (the team they are on), Status, and Invited (the date they were first invited). Use the Search box to find a person by name or email.

Invite a user

Select Invite new at the top right. The Invite users window opens.
In the Enter emails box, type or paste one or more email addresses. Valid addresses appear as removable chips under Emails to add; click a chip to remove it.
Choose the Team the invited people should join. The team carries their permissions.
Select Save to send the invitations, or Close to cancel. Each person receives an email with a link to set their password and join.
If any address could not be invited, the window switches to Failed invitations and lists each failed Email with the Reason. The addresses that succeeded are still invited.

Edit a user’s name or team

In the person’s row, select the edit (pencil) button. The Edit “[email]” details window opens.
Change the Name if needed.
Choose a different Team to change what the person can do.
Select Save to apply, or Close to discard.

Remove or restore access

To remove access, select the remove (Delete user) button in the person’s row. A Remove Access? prompt asks you to confirm; select Remove. The person’s Status changes to Deactivated and they can no longer sign in.
To restore access, select the Grant access button in a deactivated person’s row and confirm at the Grant access? prompt. Their status returns to Active.

You cannot remove access from the last remaining admin, so the workspace can never lock itself out.

Reset a user’s password

When someone is locked out and the self-service reset email is not reaching them, you can generate a reset link and pass it on yourself.

In the person’s row on the Users tab, select the Reset password button (the padlock icon). The same action sits on a team’s page next to each of its members, and inside the person’s Edit window.
The Reset password window asks you to confirm for that email address, and states that no email is sent - you share the link yourself.
Select Generate link. The window then shows the link with a copy button beside it.
Copy it and send it to that person directly. Opening it takes them to the screen where they set a new password.
Select Done to close the window.

The link is valid for 7 days, and generating a new one invalidates that person’s older links. You never see or set the password yourself.

Two things worth holding to. A live reset link is as good as access to that account until it is used, so send it to the person one-to-one rather than posting it in a shared channel. And when the person can still receive their email, point them at Forgot password? on the login screen instead - self-service leaves you out of the loop entirely.

Manage teams

Open the Teams tab to see each team as a card, with a System label on the four ready-made teams, the team’s description, and how many Users are on it. From a card’s menu you can Edit the team, Assign users, or Delete it (System teams cannot be deleted). Open a card to see the team’s people and to invite or assign more.

Create a team

Select Create team. The Create team window opens with two ways to start:
- From scratch - give the team a Name and Description, then set its Permissions on the matrix below.
- From template - give the team a Name and pick a Template to copy a ready-made team’s permissions as a starting point.
Select Create.

Set permissions on the matrix

The permission matrix is a table with a Feature column and two checkboxes per row, View and Edit:

View lets the team see that area and its data.
Edit lets the team create, change, and run things in that area. Turning on Edit turns on View automatically.
Sub-areas sit indented under their parent and need at least View on the parent before they can be enabled.

The areas are grouped as Agent training center, Agents, Automations, Accounts & contacts, Reports, Integrations, and Settings. For the full list of areas and what each ready-made team starts with, see Teams, roles, and permissions.

Edit or delete a team

Edit opens Edit team: [name], where you change the Name, Description, and Permissions. (For a System team you can still adjust the permissions and name.)
Delete opens Delete team: [name]?. If the team still has people on it, you must pick another team to Move users to before deleting; an empty team is removed outright.

Assign users to a team

From a team’s Assign users option (or the Assign existing button on its page) you can:

Add users - search for people and add them to this team, which gives them its permissions.
Move out - move selected people from this team to another team. To empty a team you must move its people somewhere, so create another team first if none exists.

Evergrowth admin

The invite and edit windows also show an Evergrowth admin switch, with the note “Bypasses every permission check.” This is reserved for Evergrowth staff: it overrides the team permissions entirely, can only be granted to an evergrowth.io address, and only appears for someone who already has it. People with it show a red Evergrowth Admin label on the Users list. It is not one of the teams you assign.

What happens next

New invitations appear on the Users tab with the status Invited. Once the person follows the email link and sets their password, their status becomes Active.
Changes to a person’s name or team, and changes to a team’s permissions, take effect for that person’s next actions. Moving someone to a different team changes what they can see and do.
Removing access sets the status to Deactivated straight away; restoring it returns the person to Active.
A generated reset link changes nothing on its own. The password only changes once the person opens the link and sets a new one, and the link stops working after 7 days or as soon as a newer one is generated for them.

Eva: “Users management” lives under Settings and has two tabs, Teams and Users. A “Team” is the role - it carries the permission set, and each user is assigned to exactly one team; there is no separate “Roles” screen. The four ready-made teams are Admin, Sales Ops, Sales Rep, and Read-only, but a company can rename them, re-permission them, or add custom teams, so do not treat the names as fixed. “Evergrowth admin” is a staff-only override, not an assignable team. The earlier model of four fixed roles (Admin, Salespeople, Read-only, Evergrowth admin) has been replaced by this teams-and-permissions model; map any older role wording onto the current teams.