Team, Invitations & Multi-Organization Access

How people get into your workspace, what they're allowed to do, and how one person can work across several organizations.

Find the Team page under Settings → Team (Workspace group in the settings sidebar).

The Team page

Two tabs:

• Members — everyone in the organization, in a table: name, status, role, and email. A search box filters by name or email, and a role dropdown narrows to one role. The ⋯ menu on each row holds the actions.
• Roles — (admins only) your company's role structure: create titles like Sales Manager or Revenue Ops, each with its own permission set. The key icon opens a permission matrix (View/Write per module); suggested titles are one click to add.

Inviting a teammate

Admins click Invite Member, enter the person's email address, pick a role, and send. No passwords are created or shared — the CRM emails them an invitation link.

• The invitation expires in 3 days.
• Until accepted, the person shows in the Members table with a Pending badge; the ⋯ menu offers Resend invitation and Revoke invitation.
• Opening the link takes them to a join page showing the organization name; they set their own name and password, and land in the CRM signed in.
• If the email already has an account with VBRI Group (for example, someone from another organization), they're added immediately — no email needed, since they can already sign in.

Active members show an Active badge. Admins can change any member's role inline from the table, or remove them via the ⋯ menu (removal only detaches them from this organization — their account and other organizations are untouched).

Delegated access — one person, many organizations

A single account can belong to any number of organizations. This is how an agency or consultant works across client workspaces:

1. The client's admin invites your email from their organization's Team page (Settings → Team → Invite Member).
2. Because your account already exists, you're attached instantly with whatever role they chose.
3. An organization switcher appears in your top header (next to the theme toggle) — it's hidden while you belong to only one organization.

Pick an organization from the switcher and the entire CRM reloads scoped to it: its leads, deals, team, settings, integrations — everything. Your role can differ per organization (Admin in your own, Member or Viewer in a client's), and every permission check uses the role you hold in the organization you're currently viewing.

Switching is verified server-side on every request — you can only ever enter organizations where you hold a real membership, and if a client removes you, that organization simply disappears from your switcher.

Access levels

Every membership maps to one of three base levels (custom role titles carry one of these underneath):

Custom roles (Roles tab) refine this further with per-module View/Write toggles.