Manage your team and permissions

The Team area is where you invite people into your workspace, set what each person can do, remove or restore their access, and trigger a password reset on their behalf. You manage your team from Settings, which is only available to members with the Admin role. People with the Salespeople or Read-only role do not see Settings, so they cannot change the team. For what each role can do, see Roles and access.

Before you start

You need a role that can open Settings (the Admin role). If you do not see Settings in the left navigation, ask a teammate who has it to make the change.
Have the email addresses of the people you want to invite ready. Each person is invited by email.

Steps

Open the Team page

In the left navigation, open Settings, then Team members. The page is titled Manage Your Team and shows everyone in your workspace in a table with columns for Email, Name, Role, Status, and Invited (the date the person was first invited).
Use the Search box above the table to find a specific person by email or name.

Invite a team member

Select Invite new at the top right. The Invite team members window opens.
In the Enter emails box, type or paste one or more email addresses. You can separate them with commas, spaces, or semicolons. When you click out of the box, valid addresses are added as removable chips under Emails to add. Click a chip to remove that address.
Choose a single role for everyone in this batch. The options are:
- Admin - full access, including managing the team and settings.
- Salespeople - day-to-day account and contact work.
- Read-only - can view records but not change them.
- Evergrowth admin - reserved for Evergrowth staff and shown in red; it appears only when an Evergrowth admin is doing the inviting, and can only be assigned to an evergrowth.io email address.
Select Save to send the invitations, or Close to cancel. Each invited person receives an email with a link to set their password and join the workspace.
If any addresses could not be invited, the window switches to Failed invitations and lists each failed Email with the Reason. Addresses that succeeded are still invited; only the failed ones are shown here. Close the window when you are done.

Edit a person’s name or role

In the row for the person, select the edit (pencil) button on the right. The Edit “[email]” details window opens.
Change the name field if needed.
Choose a new role from the same set of options described above.
Select Save to apply the change, or Close to discard it.

Remove or restore access

To remove access, select the Remove access button in the person’s row. A Remove Access? confirmation asks you to confirm removing access for that email. Select Remove to confirm. 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. Their access is restored and their status returns to active.

Reset a person’s password

Open the person’s Edit window (the pencil button).
At the bottom of the window, select Reset Password.
A Reset Password? confirmation appears, noting that an email will be sent with further instructions. Select Reset to confirm.
An email is sent to that person with a link to set a new password. You do not see or set the password yourself.

What happens next

New invitations appear in the team table with the status Invited. Once the person follows the email link and sets their password, their status becomes Active.
Edits to name or role save immediately and a confirmation message appears at the top of the screen.
Removing access sets the status to Deactivated straight away; restoring it returns the person to active. Both show a brief confirmation message.
A password reset shows a confirmation that an email has been sent to the person’s address. The change to their password happens only after they complete the steps in that email.

The role labels in the table and in the windows are the labels described above. Status is shown as Invited, Active, or Deactivated.

Eva: the four roles surface to customers as Admin, Salespeople, Read-only, and Evergrowth admin. Internal references that a customer never sees use a different wording for the same roles: “Manager” is the internal name for the Admin role, “Enable Access” for Salespeople, and “Read-only Access” for Read-only. When recognizing a role from an internal source, map it back to the four customer-facing labels. The Evergrowth admin option is offered in the invite and edit windows only when the person doing the inviting is themselves an Evergrowth admin; both Admin and Evergrowth admin can open Settings, while Salespeople and Read-only cannot.