Settings > Users is where you invite, manage, and remove team members.
Inviting
Click + Invite User. Enter email, choose role, optionally pick which records they can access (default: all org records). The invitee gets an email with a one-click link to set up their account.
Default roles
- Owner — full access to everything including billing. Created automatically for the user who signed up.
- Admin — full access except cannot remove the Owner or downgrade the plan.
- Manager — can view all records, edit their team's, can't change settings.
- Member — can view and edit assigned records, can't see other users' records (unless granted).
- Read-only — view-only across the org.
Custom roles
Settings > Roles & Permissions lets you create custom roles with granular module-level permissions. E.g. "Fundraising Coordinator" who can edit donations and grants but not deals.
Per-seat billing
On B2B plans, billing is per-seat. Settings > Billing shows your active seat count and any seats above your plan limit. Per-seat usage is enforced at invitation time — adding a 6th user to a 5-seat plan prompts an upgrade.
Removing users
Deactivate keeps their historical records (so you can attribute past activity correctly) but prevents future logins. Delete is permanent and reassigns their owned records to a designated user.
Self-deactivation guard
The system prevents Owners and Admins from deactivating themselves to avoid lock-out. Demote first, then have another Admin deactivate.