In this article, we’ll walk you through the process of adding a new user, customizing their permissions, and finalizing their access to the platform.
Step-by-Step
✅ Step 1: Go to the People Tab
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Head to Company Settings.
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Click the People tab.
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Then click the Create User button.
💡 This is your central hub for managing all team users.
👤 Step 2: Add User Emails
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Enter the email address of the new user.
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Press Enter after each email to add it.
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To add multiple users in bulk, upload a CSV file.
⏱ Bulk uploads are ideal for onboarding whole teams fast!
🔑 Step 3: Set User Permissions
After clicking Next, choose one of the following options:
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Start from Scratch – Create a custom permission set.
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Start with a Template – Use a preset or copy another user’s permissions.
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Make System Admin – Grants full access to everything. (Use with caution! 🚨)
👀 Templates are fully editable and can be customized anytime.
🧩 Step 4: Customize Permissions
You’ll now see a panel with expandable permission sections.
Permission Categories include:
- 🗂 CRM Objects
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📁 Project
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🏢 Company
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👤 Contact
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🛠 Project Management
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📊 Reporting
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🔄 ERP Integration (if enabled)
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⚙ Company Settings
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🧑🤝🧑 Enterprise Access (for enterprise users)
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💡 You can check a box to auto-expand all for quick review.
🛠️ Step 5: Set Access Levels
For each permission category, you’ll select levels of access:
| Action | Options Available |
|---|---|
| View | All, Assigned, Assigned to Reports, None |
| Edit | All, Assigned, Assigned to Reports, None |
| Delete | All, Assigned, Assigned to Reports, None |
| Export | All, None |
Edit Permissions
Choose what the user can modify:
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All – Can edit all projects.
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Assigned – Can edit only projects they’re assigned to.
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Assigned to Those who report to them – Can edit projects assigned to their direct reports.
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None – View-only access, no editing rights.
🗑 Delete Permissions
Decide what the user can remove:
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All – Can delete any project.
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Assigned – Can delete only their assigned projects.
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Assigned to Those who report to them – Can delete projects owned by direct reports.
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None – Cannot delete anything.
📤 Export Permissions
Control data exporting from the Projects page:
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All – Can export project data and generate reports.
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None – Cannot export any project data.
💡 Export access is useful for users who need to run custom reports or share project details externally.
✨ Example: To let a user view only their projects, choose “View > Assigned” and set “Edit” to None.
📈 Step 6: ERP Integration (If Applicable)
Choose what actions the user can take with ERP data:
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Connect – Link records
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Update – Modify synced data
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Sync – Push/pull data manually
🔀 Mix and match based on the user’s role.
⚙️ Step 7: Company Settings Access
Grant access to specific areas under settings, like:
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Project Data
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Required Fields
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Sales Activities
✅ Just check the boxes to tailor access.
🌐 Step 8: Enterprise Access (Enterprise Plans Only)
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Check the box to grant access to all teams.
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Leave it unchecked to limit them to their assigned team.
🎯 Helps enterprise orgs control visibility across departments.
🔎 Step 9: Final Review & Confirmation
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Click Next
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Review the summary screen
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Click Create to complete setup
✅ You're almost there!
📌 Step 10: After the User is Created
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You can search for the user by email in the People tab.
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If you created a custom permission set, their role will appear as “Custom”.
🕵️ A quick way to verify everything looks right!
🕒 Step 11: What if I Didn’t Send the Invite?
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You’ll see a “Pending Invite” label on their profile.
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Click “Resend Invite” to send the access email when you're ready.
🏁 That’s It!
You've successfully:
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Added a new user
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Customized their access
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Assigned them to teams
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Chosen when to send their invite
👏 You're all set to build your team with confidenc