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Inviting Your Team

Inviting Your Team

Section titled “Inviting Your Team”

HARi CRM includes unlimited users at no extra cost. Your entire team can work together without worrying about per-seat fees. Every workspace subscription (HK$1,990/month) covers as many users as you need.

Adding a New Team Member

Section titled “Adding a New Team Member”
  1. Go to Settings > Users
  2. Click New User
  3. Fill in their name and email address
  4. Select a role (Admin or Member)
  5. Assign a permission profile to control what they can see and do
  6. Click Save

The new user will receive an email invitation with a link to set their password and log in.

Roles

Section titled “Roles”

HARi has two built-in roles:

  • Admin — Full access to all settings, entities, workflows, and user management. Admins can create and modify entities, configure workflows, and manage other users.
  • Member — Standard access. What a member can see and do depends on their assigned permission profile.

You need at least one admin in your workspace. We recommend keeping the admin count small (1-3 people) and using permission profiles for everyone else.

Permission Profiles

Section titled “Permission Profiles”

Permission profiles give you fine-grained control over what each user can access. A profile defines:

  • Which entities the user can see (e.g. Contacts, Opportunities, but not Invoices)
  • What actions they can perform on each entity (Create, Read, Update, Delete)
  • Record-level access — Can they see all records, only their own, or records from their team?

Setting Up a Permission Profile

Section titled “Setting Up a Permission Profile”
  1. Go to Settings > Permission Profiles
  2. Click New Profile and give it a descriptive name (e.g. “Sales Rep”, “Marketing”, “Finance”)
  3. For each entity, toggle the allowed actions (Create, Read, Update, Delete)
  4. Set the record scope: All, Own, or Team
  5. Save the profile

You can assign the same profile to multiple users. When you update a profile, the changes apply to all users with that profile immediately.

Best Practices

Section titled “Best Practices”
  • Create a “Sales Rep” profile with access to Contacts, Companies, Opportunities, and Activities
  • Create a “Manager” profile with the same access plus reporting and bulk operations
  • Keep Invoicing and Settings restricted to admins or a dedicated “Finance” profile

Next Steps

Section titled “Next Steps”