Role
- Decides what the person can see and do in AgentticCRM
- Admin, Manager, Accounting, Member, Viewer or a role of your own
- Can be fine-tuned with individual permissions
Organization administration
Organization administration brings your company details, your team and what each person can do together in Settings. Set your identity, currency and language once, invite your team by email and give each person a role with the permissions they need.
- Your company details on every proposal and invoice
- Email invitations with a single-use link
- Roles with permissions you adjust person by person
The AgentticCRM Team screen inside Settings, with fictitious data: the plan's usage, six of ten staff users, and the Invite member and Add member buttons; the team table with search, the filters by role and by status and the Member, Role, Status, Since, Open tasks and Last login columns. Six people: the admin looking at the screen, marked You; two managers; one member; one person with the organization's own Finance role, and a pending invitation that can be re-sent. Below, the connected agents: one belonging to the organization, which acts with the role of whoever asks, and a personal agent that acts as the person who connected it.
Your company details, set up once
In Company you store your business name, legal name, tax ID, logo, contact details and address. Those details appear on your proposals, on your invoices and in the client portal.
In Defaults you choose the currency, language, time zone and how amounts are written. In Billing defaults you set prefixes, numbering format, due days and payment terms for new documents.
Invite and manage your team
Team members shows each person with their role, status, last sign-in and open and overdue tasks.
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Email invitations
The person gets a secure link to create their own password. If it gets lost, you re-send it and the previous one stops working.
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Permissions person by person
Start from the role's permissions and add or remove the ones a specific person needs. Reset to role undoes those adjustments.
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Your own roles
Create a role from scratch, from another role or from a template. Every change applies to everyone who has that role.
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Help getting back in
Send a password reset link. Setting a password for someone else is a separate permission that only the Admin has by default.
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Deactivate without losing history
When you deactivate someone, their session ends and they can no longer sign in, but all their work stays under their name.
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Connected agents in view
If someone connects ChatGPT, Claude or another agent, it appears on the same screen, under Agents, next to the person it acts for.
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Privacy requests
Record a request, assign it to a person and track its status. With the relevant permissions, prepare a copy of the data or review a deletion request before carrying it out.
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Your profile’s sessions and identities
From your profile, review open sessions, close other sessions and manage the identities linked to your account.
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Privacy mode for presentations
Enable privacy mode to hide data on supported screens while presenting your workspace.
Role, position and unit: what each one defines
They are three different things about each person, and it helps to keep them apart.
Position
- Describes what the person does in your company
- Responsibilities, decision rights and escalation path
- Answers “who does this” in Knowledge base and chat
Unit
- Shows which area, department or team the person belongs to
- Builds the org chart, which you can also view as a tree
- Neither grants nor removes access to anything
That way you can reorganize areas and positions without touching what each person can do in the system.
Nobody can change their own role or permissions, or deactivate their own account: those changes are always made by someone else and are written to the activity log.
How a new organization gets up and running
The setup guide lives on the main dashboard: it shows each step with its status and only includes what your plan offers.
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Organization name and email
It is the first thing you are asked for when you create the account. You can stop halfway and continue later without typing it again.
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Currency, language and time zone
Once you confirm them, the main dashboard opens and you can start working.
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Billing details
Legal name, tax ID, logo, address and payment terms, before you issue your first proposal or invoice.
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Team and tools
Invite your colleagues, connect the organization's email, set up the sales pipeline and schedule recovery points.
- 5ready-made roles: Admin, Manager, Accounting, Member and Viewer
- 140+permissions, arranged in 8 groups by type of work
- 10steps at most in the setup guide
- 3ways to confirm sign-in: email code, authenticator app or passkey
Frequently asked questions
Can I create roles other than the four included ones?
Yes, depending on your plan. In Roles & permissions you create your own roles from scratch, from another role or from a template. Adjusting one person's permissions is available on every plan.
What happens to the work of someone who leaves the team?
You deactivate them: their session ends, they can no longer sign in and everything they did stays under their name. If they come back, you reactivate them from their profile.
Can accounts use two-step verification?
Yes. Each person turns it on in My profile, under Account security, with email codes, an authenticator app or passkeys, and keeps recovery codes in case they lose access.
Does everyone see the same Settings?
No. Each person only sees the sections their role allows. A Member, for example, does not see the tax details or billing defaults, but can work in Services or Forms if they have those permissions.
How many people can I invite?
It depends on your plan. Team members shows how many users you have against what it includes, and Plan and usage brings all your limits together in one place.
What you set up here is used in
- Activity and auditInvitations, role changes and permission adjustments are recorded with who made them.
- Organization emailConnect the address your proposals, invoices and invitations go out from.
- Data import and migrationImport units, positions and team members, reviewing every row before anything is created.
- Knowledge base and chatThe positions you describe answer “who does this” in searches.
- Organization recoveryYour configuration, including roles, positions and the org chart, can go back to an earlier point.
- InvoicesYour legal name, logo and payment terms appear on every invoice.
See AgentticCRM working with your team's day-to-day
Ask for a demonstration and we will show you how these features fit the way you already work: your clients, your projects and the way you get paid.