Team and roles

Settings → Team → Invite: name, email and role. We email an invitation and show you a link that works for 7 days, so you can pass it on yourself. The person sets their own password or signs in with Google. If they already have a Bordee account, the business simply appears in their My businesses.

The team list shows each person's status: Invited (has not accepted yet; Invite again sends a fresh link), Active, Switched off.

The Can sign in switch turns access off without deleting the person: their records, comments and history stay. A disabled staff member's tokens stop working at once.

The first choice in the Role field is Administrator — can do everything: the team, roles, access rules, modules, channels, the admin's look, the plan and the business's data. Access rules do not limit an administrator. Keep administrators as few as possible.

Settings → Roles. A role is a name, a description and a set of permissions; it is chosen on the person's card in Team, which also shows the role's description and a link to its permissions. A staff member with no role sees only the Overview. What exactly a person can do with a particular record is shown by Check access on their card.

Ready-made roles:

• Manager: all contacts, conversations and tasks, funnels and broadcasts;
• "Клієнт" (Client): no permissions; sees only what access rules open to them, such as one task list.

A module's permissions appear in roles only while the module is on. "Own and unowned" means records where the person is the owner, and records with no owner.