TormanoSettings > Users & Teams is where you invite and remove team members and manage roles. Only Owners and administrators can invite people, 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 comes with nine built-in roles:
- Owner: full access, plus billing, transferring ownership, and deleting the organization. There is one, created for whoever signed up, and it cannot be handed out by invitation. Privacy requests are handled by the Privacy Officer role below, not by the Owner.
- Privacy Officer: handles data-subject requests. It can search and erase stored correspondence by email address, and create and escalate data-subject exports. It holds nothing else.
No other role can do this, the Owner and System Administrator included. Answering a privacy request is a different job from administering the organization, every action the role takes is written to the audit trail, and requests arrive with a deadline. Give someone this role before you need it.
- System Administrator: full access to all modules, system settings and user management. Cannot manage billing or transfer ownership.
- Organization Administrator: full access to all modules and system settings, short of ownership transfer and billing.
- Sales Manager: access to their own records and those of the people who report to them.
- Sales Representative: access to their own records. (Default invite role.)
- Marketing Manager: full access to campaigns and email templates, and can view every contact.
- Customer Support Agent: can view contacts, companies, deals, reports, and integration status, and can log activities. Cannot import, export, delete, or change settings.
- Read only: can view everything and change nothing.
The Nonprofit edition renames four of them: Sales Manager becomes Development Manager, Sales Representative becomes Fundraiser, Marketing Manager becomes Communications Manager, and Customer Support Agent becomes Donor Services Agent.
Custom roles
You can also build your own roles. A Fundraising Coordinator, say, who can edit donations and grants but not deals. Roles are managed here, on the Users & Teams page.
Removing users
Deactivate keeps a user’s historical records (so past activity stays attributed) but blocks future logins. Deactivation can be reversed.
You cannot deactivate yourself
Owners and administrators cannot deactivate their own account, so nobody can lock the organization out by accident. Ask another administrator to make the change.