Inviting Your Team
SwiftlyCRM uses role-based access control. Every user belongs to a branch and has one of three roles. You can invite as many team members as your plan allows.
Organisation Hierarchy
Plan Limits
| Plan | Max Users |
|---|---|
| Free | 3 |
| Pro | Unlimited |
| Enterprise | Unlimited |
Running out of seats?
On the Free plan, deactivating an existing user frees up a seat immediately. Alternatively, upgrade to Pro for unlimited users at $5/user/month.
Roles Overview
| Role | What They Can Do |
|---|---|
| Admin | Full access — manage users, settings, billing, and all data across the branch |
| Sales Rep | Manage their own pipeline, contacts, tasks, and proposals |
| Staff Member | View-only access to shared resources; limited data entry |
How to Invite a User
- Go to Settings → Team Members
- Click Invite User
- Enter the person's work email address
- Select their Role and the Branch they belong to
- Click Send Invite
The invitee receives an email with a secure link. The link expires after 48 hours — if it expires, you can resend it from the pending invites list.
Managing Pending Invites
Under Settings → Team Members → Pending, you can:
- Resend an invite if the link expired
- Revoke an invite if the person should no longer join
- See when the invite was sent
Changing a User's Role
- Go to Settings → Team Members
- Find the user and click Edit
- Change their role and click Save
Role changes take effect immediately — the user's permissions update on their next page load.
Removing a User
- Find the user in Settings → Team Members
- Click Deactivate
Deactivated users cannot log in but their data (deals, contacts, notes) is preserved. You can reactivate them later. Deactivating a user frees up a seat on the Free plan.