Invite users and set roles

A new teammate needs an account and the right access. In Settings, open Users. The Users tab lists everyone in the workspace, with their user type and visibility group. Click Add Member, enter their name and email, and choose a user type: Super Admin, Member, Admin, Guest or Agent. Pick their visibility group, click Add, and the invitation goes out. They show as invited until they join. Each user type is a role, so open User Roles and click Member. For every object, from People and Companies to Workflows and Users, the role sets five permissions: create, read, edit, delete and assign. Full Access covers every record. Restricted narrows it, so they can only change the records they own, and only read what their visibility group allows. Not Allowed blocks it completely. Click any cell to change it, and it saves straight away. Super Admin, Guest and Agent are fixed, so the ones you tune are Admin and Member.