TormanoSettings > Users & Teams (/settings/users) is where you invite, manage, and remove team members and where roles are managed. Only Owners and admins can invite users, change roles, or deactivate accounts.
Inviting
Click + Invite User, enter an email, and choose a role. New invites default to Sales Representative (Fundraiser on the Nonprofit edition). The invitee gets an email with a one-click link to set up their account.
System roles
Tormano seeds a set of system roles:
- Owner — everything, including transfer ownership, delete org, and billing. Created for the user who signed up. Not assignable when inviting.
- Organization Administrator — full access to all modules and system settings, short of ownership transfer and billing.
- Sales Manager — team-level access via the manager hierarchy.
- Sales Representative — access to their own records. (Default invite role.)
- Marketing Manager — full access to campaigns and email templates; read-all on contacts.
- Customer Support Agent — own-record access to tickets/inquiries; view-only on contacts.
- Readonly — view-only across the org.
On the Nonprofit edition, several roles are relabeled: Sales Manager → Development Manager, Sales Representative → Fundraiser, Marketing Manager → Communications Manager, and Customer Support Agent → Donor Services Agent.
Custom roles
Beyond the seeded set, you can create your own custom roles with their own permissions — for example a "Fundraising Coordinator" who can edit donations and grants but not deals. Role management lives here under Users & Teams; there is no separate "Roles & Permissions" page.
Removing users
Deactivate keeps a user's historical records (so past activity stays attributed) but blocks future logins. Deactivation can be reversed.
Self-deactivation guard
The system prevents Owners/admins from deactivating themselves to avoid locking the org out. Have another admin make the change instead.