Skip to main content

Team Management & Permission Controls

As your business grows, multiple team members need to collaborate inside the CRM without risking data leaks, accidental deletions, or customer overlap.

This guide covers how to invite team members, configure role permissions, and safely reassign deals when employees change roles.

Inviting New Team Members​

  1. Log in with an Administrator account.
  2. Open Settings ──> Team Members.
  3. Click + Invite Member.
  4. Enter the colleague's full name, corporate email address, and select their permission level:
    • Administrator (Owner): Unrestricted access across all company pipelines, exports, billing, and team settings.
    • Sales Manager: Can create, edit, and advance deals. Can be restricted to view only assigned deals.
    • Operator / Receptionist: Can view appointments and log incoming leads; cannot delete records or export the full contact list.
  5. The invited member receives an activation email with a secure setup link.

Data Visibility & Territory Rules​

In Standalone 1it CRM, administrators can configure visibility rules to match company policy:

  • Open Team Collaboration (Default): All sales managers can view company contacts and deals to prevent duplicate outreach, but can only edit their own assigned cards.
  • Restricted Individual Visibility: Managers only see contacts, deals, and appointments assigned directly to them. Useful for external agents or commission-based brokers.
Data Export Permissions

Mass export privileges (CSV/Excel downloads) should be restricted strictly to Administrators. This protects your proprietary client database from unauthorized off-site extraction.

Audit Logs & Historical Integrity​

To ensure accountability, 1it CRM maintains a secure audit trail for critical actions:

  • When a contact's phone number or email is edited.
  • When a deal is reassigned to another manager.
  • When a deal is marked Closed Won or Closed Lost.
  • Deleting customer records requires Administrator privileges and is recorded with the user ID and timestamp.

Offboarding a Departing Team Member​

When an employee departs or transitions to another role, follow this 3-step offboarding procedure:

[ 1. Bulk Reassign Deals ] ──> [ 2. Revoke Active Sessions ] ──> [ 3. Deactivate Account ]
  1. Reassign Active Deals: Open Contacts & Deals, filter by the departing employee's name, select all open deals, and click Bulk Reassign to transfer them to another manager or team queue.
  2. Revoke Active Sessions: Under Settings ──> Team Members, click on the user and select Revoke Active Sessions to instantly invalidate all browser logins.
  3. Deactivate User Account: Toggle the user's status to Inactive. Historical notes and audit events authored by the employee remain preserved in the timeline for continuity.