Team & Settings

Score CRM is built for teams. Here's how to invite people, control who can do what, and configure your organization.

Inviting Team Members

1. Go to Users in the sidebar
2. Click Invite User
3. Enter their email address
4. Pick a role (see below)
5. Click Send Invitation

They'll get an email with a link to set up their account. Until they accept, they show as "Invited" in the user list.

info

Only Owners and Admins can invite new users.

Roles — Who Can Do What

There are three roles. Here's what matters:

	Owner	Admin	Member
Create & send campaigns	Yes	Yes	Yes
Build journeys & segments	Yes	Yes	Yes
Upload contacts & manage lists	Yes	Yes	Yes
View all reports	Yes	Yes	Yes
Upload & delete images	Yes	Yes	Yes
Delete campaigns & journeys	Yes	Yes	No
Manage email provider connections	Yes	Yes	No
Invite & manage users	Yes	Yes	No
Change organization settings	Yes	Yes	No
Delete the organization	Yes	No	No

In plain language:

• Members can do all the day-to-day marketing work — creating campaigns, building journeys, managing contacts, viewing reports. They just can't change system settings or manage the team.
• Admins can do everything members can, plus manage email connections, invite users, and change settings.
• Owner is the account creator. Same as Admin, plus they can delete the organization. There's one owner per organization.

Changing Someone's Role

Admins and owners can promote a member to admin or demote an admin to member from the Users page.

Removing a User

Remove a team member from the Users page. It's immediate — they lose access right away. Everything they created (campaigns, journeys, etc.) stays in place.

Your Profile

Every team member can manage their own profile:

• Name — your display name
• Avatar — profile picture
• Theme — light or dark mode
• Color scheme — your preferred accent color
• Password — change anytime (requires your current password)

Forgot your password? Click Forgot Password on the login page to reset via email.

Organization Settings

Go to Organization Settings in the sidebar to configure:

Organization Name

Your company or team name. Shows in the navigation bar.

Timezone

All timestamps, scheduled sends, and report dates use this timezone.

Pick the timezone where most of your team is based. If you schedule a campaign for "9:00 AM", it'll send at 9:00 AM in this timezone.

Tracking Domain

Set up a custom branded domain for your tracking links. See Custom Tracking Domain for the setup walkthrough.

Data Privacy

Each organization's data is completely isolated:

• Your contacts, campaigns, journeys, segments, lists, and email connections are in a separate database
• No one from another organization can see your data
• All credentials are encrypted with AES-256
• Passwords are hashed with bcrypt

There is zero cross-organization data access.

Audit Log

Every significant action taken by team members is recorded in the audit log. Owners and admins can view the full history of who did what and when. See Audit Log for details.