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Team Management Guide

Invite, manage, and collaborate with your team

👥 Overview

AdSuite CRM supports team collaboration with role-based permissions. Invite team members, assign roles, and work together efficiently.

🎭 User Roles

👑 Owner

Full access to everything including billing and team management

⚙️ Admin

Manage team, settings, and all CRM data

📊 Manager

View team data, manage assignments, run reports

👤 Member

Access assigned data, create and edit own records

👁️ Viewer

Read-only access to assigned data

📨 Inviting Team Members

  1. Navigate to Settings → Invites
  2. Click "Invite User"
  3. Enter their email address
  4. Select their role
  5. Optionally assign to a department
  6. Click "Send Invite"

They'll receive an email with a link to join your organization.

🔐 Permission Levels

✅ Create - Add new records
📝 Edit - Modify existing records
👁️ View - See records
🗑️ Delete - Remove records
📤 Export - Download data
⚙️ Admin - System settings

💡 Best Practices

  • • Use the principle of least privilege for roles
  • • Review permissions regularly
  • • Deactivate users promptly when they leave
  • • Use departments to organize large teams
  • • Document your team structure
  • • Train new members on CRM usage