Invite team members
Add people to your organization and give them the right role.
On this page
Invite teammates so customer, deal, contact, and task work can be shared inside one organization.
Add a member
- Open your organization’s Members tab and click Add.
- Enter the teammate’s Email Address.
- Choose their Role:
- User for normal CRM work.
- Admin for organization settings and member management.
- Readonly for view-only access.
- Click Add Member.
Existing Alano users join immediately. New users receive an invitation email.
For broader workspace setup, read Create your organization in Alano.