Inviting team members

Overview

Realatic CRM supports team collaboration with role-based access. Invite your team so everyone has the right level of access.

How to Invite

Go to Settings > Team

Click Invite Member

Enter their phone number

Select a role: Owner, Admin, Manager, Agent, or Viewer

Click Send Invite

Role Summary

• Owner — full access, billing, can delete org
• Admin — full access except billing and org deletion
• Manager — can view all leads, manage team, run reports
• Agent — can only see assigned leads and their own activities
• Viewer — read-only access to leads and reports

Managing Roles

You can change a team member's role at any time from Settings > Team by clicking the three-dot menu.

Deactivating Members

If someone leaves the team, deactivate them from Settings > Team. Their leads will remain in the system and can be reassigned.

Best Practices

• Start by inviting managers first, then agents
• Use Agent role for sales executives
• Use Manager for team leads
• Keep Owner for the agency principal