AgentticCRM
Start my free trial

Your team, their permissions and a way back if something goes wrong

Whoever administers the organization decides who gets in, what each person can do and how to go back if something goes wrong. In AgentticCRM you do it from Settings: you invite your team by email, give each person their role, check who changed what in the Activity log and keep recovery points.

  • Invitations with a single-use link
  • One role per person, with tailored adjustments
  • Encrypted, verified recovery points
Start my free trial Request a demo
app.agentticcrm.com/app/settings/team
Sample screen with fictitious data.

What you set up once for the whole organization

  • Your company details

    Name, legal name, tax ID, logo and address, shown on your proposals, invoices and the Client portal.

  • Currency, language and time zone

    The currency totals are added up in, the language the Assistant writes in and the time for reminders and recurring invoices.

  • Billing defaults

    Prefixes, numbering, due days and payment terms for every new document.

  • Organization email

    The address your proposals, invoices and invitations are sent from.

  • Data import

    Clients, services and team from Excel, CSV, Word or PDF, reviewing each row before anything is saved.

  • Connected agents, in plain sight

    If someone connects ChatGPT, Claude or another agent, it shows up under Agents, next to the person it acts for.

A role for each person, with tailored adjustments

You invite each person by email and they get a secure link to create their password. You give them one of the four ready-made roles, Admin, Manager, Member or Viewer, or one you create for their job.

If someone needs a bit more or a bit less than their role, you add or remove that permission without touching anyone else. And when someone leaves, you deactivate them: their session closes and all their work stays under their name.

How to find out who changed something

  1. Open the Activity log

    The latest entries come first, with when it happened, who did it, which action it was and the detail.

  2. Narrow it down

    Filter by person or action type, or search for a word in the detail.

  3. Open the record

    Each action links to the affected client, invoice or ticket, in its current state.

  4. Fix what's needed

    Adjust a permission, reverse an agent's change when the action allows it or, if the damage is broad, go back to a recovery point.

If something goes wrong, you go back to an earlier point

Organization recovery keeps encrypted, verified copies of your data, created by hand or automatically every day, week or month. Before a large import or a role reshuffle, you create a point and work with peace of mind.

To go back, the preview shows you what would be added and what would be removed, and before anything changes a backup of your current state is saved. If something fails halfway, everything returns to that backup by itself.

How Organization recovery works

Ask your ChatGPT or Claude

Three requests administrators make of their AI once it is connected to AgentticCRM, with the answer they get.

  • You: What's left to finish setting up the organization?

    ChatGPT:

    The basics are complete: the organization identity, currency, language and time zone. So is everything you need to invoice.

    One recommended step is left: scheduling automatic recovery points. None are scheduled today, and they're what let you go back to an earlier point if something goes wrong. It's in Settings, under Organization recovery. Should I leave you a task to do it this week?

  • Projects from our old system.xlsxXLSX

    You: Here are the projects we kept in our old system. Bring them over with their tasks and who did each one.

    Claude:

    Done: I imported the 12 projects, with their 184 tasks and comments.

    Every task is in the name of whoever did it. Three people who are no longer on the team show up as deactivated users: their history stays, but they can't sign in.

  • You: Write the team's rules for using AI and save them in Documents.

    ChatGPT:

    Done: I created "How we use AI at Estudio Norte" in Documents, in four parts:

    1. What we ask it and what we don't
    2. What a person checks before anything reaches a client
    3. What data we never give it
    4. Where to see what it did: the Activity log

    Should I add example requests for each area of the team?

See everything your AI can do with your CRM

Questions from administrators

Who can restore a recovery point?

By default, only the Admin. Creating, restoring and scheduling points are separate permissions, and a Manager can create points but not restore them.

Can an entry in the Activity log be deleted?

No. Nobody can edit or delete an entry from the product, not even the Admin.

What happens if someone connects their ChatGPT or Claude?

It shows up under Agents, on the same team screen, next to the person it acts for. It works with that person's role, and what it does is recorded and can be undone when the action allows it.

How does someone get back in if they forget their password?

You send them a link to reset it. If they lost their invitation, you resend it and the previous link stops working.

How many people can I invite?

It depends on your plan. Team members shows how many people you use against how many are included, and Plan and usage brings all your limits together in one place.

See plans and pricing

The features administration uses

Go over how you'd set up your organization with us

In a 15-minute demo we show you Settings with your team's roles, the Activity log and a recovery point.

Request a demo How we protect your data See plans and pricing

Prefer to explore on your own? Work out your current costs, see how the Assistant works or use the CRM evaluation guide.

Create your organization online and try it for 14 days, no card required.