Invite a teammate

They get an email with a link that works for 7 days. They sign in (or create a Suede account) with that email and land in this account.

EmailName

RoleAdmin: every area and every record, and can manage the teamUser: the areas you choose below

Areas this teammate can open
Area	Can open	View only	Only assigned to them
Contacts and tasks	Can open Contacts and tasks	View contacts and tasks without changing anything	Only contacts and tasks assigned to them
Conversations	Can open Conversations	View conversations without changing anything	Only conversations assigned to them
Opportunities and pipelines	Can open Opportunities and pipelines	View opportunities and pipelines without changing anything	Only opportunities and pipelines assigned to them
Calendars	Can open Calendars	View calendars without changing anything
Payments	Can open Payments	View payments without changing anything
Marketing	Can open Marketing	View marketing without changing anything
Sites, funnels and forms	Can open Sites, funnels and forms	View sites, funnels and forms without changing anything	Only sites, funnels and forms assigned to them
Automations	Can open Automations	View automations without changing anything
Documents	Can open Documents	View documents without changing anything
Reputation	Can open Reputation	View reputation without changing anything	Only reputation assigned to them
Social planner	Can open Social planner	View social planner without changing anything	Only social planner assigned to them
Memberships and courses	Can open Memberships and courses	View memberships and courses without changing anything
Affiliate manager	Can open Affiliate manager	View affiliate manager without changing anything
Dashboard and reporting	Can open Dashboard and reporting	View dashboard and reporting without changing anything
Settings	Can open Settings	View settings without changing anything
Team	Can open Team	View team without changing anything

Members

No teammates yet.

Invite one above and they can work leads, deals and conversations with you.

Roles

Name a set of areas once, then give it to anyone you invite. Changing a role updates everyone on it.

No custom roles yet.

Create one for each job on your team, like Sales rep or Bookkeeper.

Open invites

No open invites.

Invites you send wait here until they are accepted.