# Inviting Members and Setting Up Roles and Teams in "Edara CRM"

> Source: https://help.getedara.com/en/articles/90000046-inviting-members-and-setting-up-roles-and-teams-in-edara-crm · Category: Edara CRM › Setup and administration · العربية: https://help.getedara.com/ar/articles/90000046-%D8%AF%D8%B9%D9%88%D8%A9-%D8%A7%D9%84%D8%A3%D8%B9%D8%B6%D8%A7%D8%A1-%D9%88%D8%B6%D8%A8%D8%B7-%D8%A7%D9%84%D8%A3%D8%AF%D9%88%D8%A7%D8%B1-%D9%88%D8%A7%D9%84%D9%81%D8%B1%D9%82-%D9%81%D9%8A-%D8%A5%D8%AF%D8%A7%D8%B1%D8%A9-%D8%B9%D9%84%D8%A7%D9%82%D8%A7%D8%AA-%D8%A7%D9%84%D8%B9%D9%85%D9%84%D8%A7%D8%A1

As reps and managers join the sales team, each of them needs to see what belongs to them: a rep follows their own deals, a team manager follows the team's deals, and the sales director sees the full picture. And when someone leaves, their access must stop right away, while their deals and activities stay as they are.

You invite your "Edara" users and set each one's role and team, disable whoever leaves, and add people who left before you started as former members so their old data can name them. You arrange teams under each other, so every manager sees the records of their team and the teams beneath it.

## Follow the Steps

You invite members and set their roles and permissions, then group them into teams.

### Inviting a new member

In the side menu, click "**Settings**", then "**Members**" under "**Team & access**". "**Workspace Members**" shows each member's role, team, status and "**Joined**" date. To invite a member:

1. Click " **Invite User** ".
2. In " **Person to invite** ", search by name or email and pick the person, then choose the " **Role** ". The role starts as " **Sales Person** ".
3. Click " **Send Invitation** ". The invitation reaches their email, and they show in the list as " **Invited** " until they accept it.

> **Note:** The list of people comes from your "Edara" workspace, and it only shows accounts that are active in "Edara" and not added already. If you can't find someone, add them in "Edara" first.

### Changing a member's role

The role decides which records a member sees. To change it:

1. Click " **Role** " on the member's row.
2. Pick the new role from the list.
3. The role is saved right away, and " **Role updated to…** " shows.

The roles, and what each one sees:

- **Admin** : sees all records and manages the settings and members.
- **Sales Director** : sees all records.
- **Sales Manager** : sees the records of their team and every team beneath it.
- **Sales Supervisor** : sees the records of their team.
- **Sales Person** , **Sales Associate** , **SDR / Lead Qualifier** and **Account Handler** : each sees only their own records.
- **Analyst (read-only)** : sees all records without editing them.
- **Viewer (read-only, no totals)** : sees all records without editing them, and without the totals.

> **Note:** The owner of the "Edara" organization shows with the "**Owner**" role, which can't be changed. You can't change your own role either.

### Setting a member's team

A member's team decides which supervisors and managers see their records:

1. Click " **Team** " on the member's row.
2. Pick the team from the list.
3. It is saved right away, and " **Team updated** " shows. The team's supervisor and the manager of the team above it now see the member's records.

To create the teams first, see [Creating and arranging teams](https://help.getedara.com#teams).

### Resending or revoking an invitation

If the invitation didn't arrive, or you invited the wrong person:

1. On the " **Invited** " member's row, click " **Resend** ", and the invitation reaches them again.
2. To revoke the invitation, click ×.
3. Click " **Confirm** ". " **Invitation revoked** " shows, and they leave the list.

### Disabling and reactivating a member

When a member leaves, disable them so their access stops, while their records stay as they are:

1. Click " **Disable** " on the member's row.
2. If the member created active API keys, a message says they will stop working: click " **Disable user** ". The member becomes " **Inactive** ".
3. To bring them back, click " **Reactivate** ".

> **Note:** If the member is deactivated in "Edara" itself, their status shows "**Deactivated in Edara**", and you can't reactivate them here: reactivate them in "Edara" first.

### Adding a former member

A former member is someone who left before you started using the CRM. Add them so the deals and activities you bring over from your old system can name them:

1. Click " **Add former member** ".
2. Type the " **Name** ", and the " **Email** " if you like.
3. Click " **Add** ", and they show in the list as " **Former member** ".

> **Note:** A former member is added disabled, never gets an invitation, and can never sign in. Their email is for reference only, and nothing is sent to it.

### Creating and arranging teams

Teams are your company's reporting lines, with a team named after the company at the top. To add a team:

1. In " **Settings** ", open " **Teams** " and type the " **Team name** ".
2. In " **Sits under** ", pick the team it belongs under. If you don't pick one, it sits under the company team.
3. Click " **Add team** ", and it shows under that team in " **Your teams** ".

### Showing a team's members, and moving or deleting it

In "**Your teams**" you can review and edit each team:

1. Click the arrow next to a team to show its members and each one's role.
2. To move a team under another one, pick from " **Sits under** ". To rename it, click its name, type the new name, then click " **Save** ".
3. To delete it, click × and then " **Delete** ".

You can't delete a team that has members or sub-teams, so move them first. You can't move a team under one of its own sub-teams. And the company team can't be moved, deleted or renamed.

## Important Things to Know

- Inviting members and changing roles and teams is for admins only. Everyone else sees the reporting lines without editing them.
- Moving a team or a member changes right away which records supervisors and managers see.
- To import your old deals and name the former members on them, see [Importing and Exporting Data and Restoring Deleted Records in "Edara CRM"](https://help.getedara.com/en/articles/90000049-importing-and-exporting-data-and-restoring-deleted-records-in-edara-crm) .

## Try It Yourself

Sample data — it doesn't affect any real data. Invite a user, change a member's role or team, or try "Disable" then "Reactivate", then open "Teams" from the menu.

## You May Be Wondering

**Why can't I find the person I want to invite in the list?**

Because the list only shows accounts that are active in "Edara" and not added already. Add them in "Edara", or reactivate them there, then invite them.

**What happens to a member's deals after I disable them?**

They stay as they are, under the member's name, and the member's access stops right away. If they created active API keys, those stop working too.

**What is the difference between a Sales Manager and a Sales Supervisor?**

A Sales Supervisor sees the records of their team, and a Sales Manager sees the records of their team and every team beneath it.

**Why can't I delete a team?**

Because it has members or sub-teams. Move its members to another team, and move or delete its sub-teams, then delete it.