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Managing Users

Score CRM supports team collaboration with multi-user access and role-based permissions.

Viewing Team Members​

Users List

Navigate to Users in the sidebar to see all members of your organization.

The user list shows:

  • Name
  • Email address
  • Role (Owner, Admin, Member)
  • Status (Active, Invited)

Inviting New Users​

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Only Owners and Admins can invite new users.

  1. Go to Users
  2. Click Invite User
  3. Enter the user's email address
  4. Select a role:
    • Admin: Full access to all features
    • Member: Limited access (view and create, but restricted management)
  5. Click Send Invitation

The invited user receives an email with a link to set up their account. Until they accept, they appear as "Invited" in the user list.

User Roles​

See Roles & Permissions for a detailed breakdown of what each role can do.

Editing Users​

Admins and owners can:

  • Change role: Promote a member to admin or demote an admin to member
  • Remove user: Remove a user from the organization
caution

Removing a user is immediate. They will lose all access to the organization. Campaigns, journeys, and other resources they created are not deleted.

Your Profile​

Each user can manage their own profile at Profile:

  • Name: Update your display name
  • Avatar: Set a profile picture
  • Theme: Choose light or dark mode
  • Color Scheme: Select your preferred accent color
  • Password: Change your password

Password Management​

Changing Your Password​

Go to Profile and use the password change form. You'll need to enter your current password for verification.

Forgot Password​

On the login page, click Forgot Password, enter your email, and follow the reset link sent to your inbox.