Settings
Team and permissions
Invite people to your workspace and control which apps and actions they can use.
Invite a teammate
- Open Settings → Team (or Members).
- Click Invite member.
- Enter email address and choose a role (Owner, Admin, Member, or custom).
- Send the invite.
They receive an email with a link to join the workspace. Pending invites appear in the list until accepted.
Roles
| Role | Typical access |
|---|---|
| Owner | Everything including billing |
| Admin | Team management and most settings |
| Member | Apps granted by permissions |
| Custom roles | App-specific permission sets your admin defined |
Exact names may vary if your workspace uses custom role templates.
App permissions
- Go to Settings → Permissions (or Roles).
- Select a role or member.
- Toggle access per app — WeldCRM, WeldMail, WeldHost, etc.
- Drill into objects (leads, deals, DNS) for create/read/update/delete where supported.
Changes apply on next sign-in or within a few minutes for active sessions.
Remove access
- Open Team.
- Select the member.
- Choose Remove from workspace or downgrade their role.
Removing someone does not delete records they created; ownership may transfer per app rules.