SSalesCrew

Team · 3 min · reviewed 2026-09-06

How do I invite my team and set roles?

Open Settings → Users & roles, click Invite user, enter name and e-mail, choose a role, and send. The person gets an e-mail with a sign-in link to https://<your-workspace>. Roles decide what they can change; access scopes decide which channels and areas they see.

What you will need

  • An admin account. Users and managers cannot invite.
  • The teammate's work e-mail.

Steps

  1. 1

    Step 1

    Open Settings → Users & roles → Invite user.

  2. 2

    Step 2

    Fill Full name, Email and Department.

  3. 3

    Step 3

    Pick a Role: - User: works their own leads, inbox and tasks. Read-only on settings. - Manager: everything a user has, plus reports, approvals and write access over MCP. - Admin: settings, integrations, billing and invites. - Super admin: the workspace owner. Only one is needed.

  4. 4

    Step 4

    Click Send invitation. They receive an e-mail from your workspace and set a password on first sign-in.

  5. 5

    Step 5

    Optional: click the person's row → Access to limit them to specific channels, Upwork profiles or areas.

Common errors

No invitation e-mail
check spam, then use Resend on the row. The link is valid for 24 hours.
"Only admins can invite"
your role is user or manager. Ask an admin.
They see no leads
their access scope excludes the channel. Widen it under Access.

How you know it worked

The row shows Active after their first sign-in. Settings → Audit log records the invite.

Where this goes in SalesCrew

Settings → Users & roles lists the person; they sign in from the invitation e-mail. In your own workspace the same how-to opens beside the field, with your callback URLs filled in.

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