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Everyone who uses your CRM has their own team account and a role. The role decides which pages they see and what they can change. This page covers inviting people, managing them, building your own roles, and the audit log.

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Invite someone

1

Find the invite form

On Overview, scroll down to Invite a staff member.
2

Enter their email and role

Type their Email and pick a Role. Use an email that doesn’t already have a shopper, muse or brand account on Outfiqe.
3

Send it

Choose Send invite. They get an email with a link to join. If they don’t have a team account yet, they set a name and password from that email first.
The Invite a staff member form with an email typed in, Member chosen as the role, and the Send invite button

Pick the role before you send. You can change it later.

Invites that haven’t been accepted yet show under Pending invites.

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Manage your team

Everyone on the team is listed under Members on Overview, with their role and whether they’re active.
  • Change someone’s role with the menu next to their name.
  • Deactivate someone who no longer needs access, the day they leave. They can’t sign in to your CRM after that.
  • Transfer ownership to hand the CRM over to someone else. They’re asked to accept it before anything changes.
You can’t change your own role or access. Ask another admin to do it.
The Members list with three people, their roles, Active badges, and Deactivate and Transfer ownership buttons

Each person's role, and the actions you can take for them.

Every person on your team uses a seat on your plan, so deactivating people you don’t need also keeps your bill down. See plan and billing.

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Roles

Open Roles to see your roles. Two are built in: You can rename your organization at the top of this page, under Organization name. Choose Save when you’re done.

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Build your own role

If neither built-in role fits, make your own. For example, a “Support” role that can work on tickets but can’t see sales.
1

Start a new role

On Roles, choose New role.
2

Name it and choose what it can do

Type a Role name, then tick each thing the role is allowed to do. They’re grouped by area, like activities, tasks and reports, or billing.
3

Save it

Choose Create role. It now shows in the Role menu when you invite or manage someone. To change it later, open it, edit, and choose Save role.
The New role window with a role name typed in and permission tick boxes grouped by area

Give the role a name that says who it's for.

Give each person only what they need. It’s easier to add a permission later than to undo a change someone shouldn’t have made.

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The audit log

Audit keeps a record of important changes: team members joining or leaving, role changes, ownership, billing and your organization’s details. Nobody can edit it, so you can always check who did what.
  • Use the tabs, Everything, Team, Roles, Billing and Organization, to narrow it down.
  • Search by What happened or Who did it, or pick a date range.
  • Choose Export CSV to download it as a spreadsheet.
The Audit log page with the Everything, Team, Roles, Billing and Organization tabs, search boxes, date filters and the Export CSV button

Nobody can edit the audit log, so it's a trustworthy record.