Settings

Manage businesses, team access, and modules.

Everyday business language only — no migrations, deploy labels, or internal operator tools on this customer surface.

Businesses

Add or edit business profiles, locations, brands, and default contact details.

Team

Invite sub-users, choose a role template, and assign each person to one or more businesses.

Module access

Turn simple sections on or off for each role without showing technical module or deploy labels.

Notifications

Choose who gets sales, invoice, social inbox, and report alerts.

Billing placeholder

Package and pricing settings are reserved for a future QA-approved entitlement flow.

Team invites

Invite teammates with clear roles and business access.

Demo session required — use /login with the demo account to create or revoke invites.

Assigned businesses

Default module access

SalesContactsQuotes & invoicesEmail follow-upsReports

Pending invites

Sign in to load demo invites.

  • Invite emails and accept URLs are sent when invites are created; acceptance creates workspace membership.
  • Only customer-facing roles may be invited; super_admin is blocked from customer invite builders.
  • Assigned-business roles require at least one business profile id on the invite payload.
  • Module grants on invites are intersected with the selected role template defaults.
  • Audit events are typed stubs only in this slice and are not persisted yet.
  • Customer login sessions after accept depend on CRM-PUBLIC-015 real auth; users sign in at /login when enabled.

Team role templates

Invite people with clear access rules.

Full access by default until pricing entitlements pass QA

Owner

Owns the customer workspace, businesses, team, future billing choices, and module access.

All businesses

SalesContactsQuotes & invoicesSocial mediaEmail follow-upsReportsSettings

Business admin

Manages assigned businesses, team access, settings, and day-to-day CRM operations.

Assigned businesses

SalesContactsQuotes & invoicesSocial mediaEmail follow-upsReportsSettings

Sales user

Works leads, contacts, deals, quotes, and sales activities for assigned businesses.

Assigned businesses

SalesContactsQuotes & invoicesEmail follow-upsReports

Finance user

Views and manages quotes, invoices, recurring invoices, taxes, and finance reports.

Assigned businesses

ContactsQuotes & invoicesReports

Social manager

Manages social brands, inbox, calendar, analytics, and social-created leads.

Assigned businesses

ContactsSocial mediaReports

Content editor

Plans content and marketing assets without finance or team settings access.

Assigned businesses

Social mediaEmail follow-ups

Receptionist

Handles intake, contacts, basic customer notes, and follow-up tasks.

Assigned businesses

SalesContactsEmail follow-ups