Skip to content

Add a User

Add a User

Section titled “Add a User”

Adding team members to HARi CRM is straightforward. Every workspace includes unlimited users — there are no per-seat fees, so invite your entire team without worrying about costs.

Adding a New User

Section titled “Adding a New User”
  1. Go to Settings > Users
  2. Click New User
  3. Fill in the user details:
    • First Name and Last Name
    • Email Address — This will be their login
    • Role: Choose Admin or Member
    • Permission Profile: Select the profile that matches their job function
  4. Click Save

The user will receive an email invitation with a link to set their password and access the workspace.

Choosing the Right Role

Section titled “Choosing the Right Role”
  • Admin — Full access to everything: settings, entities, workflows, user management, and all data. Use for CRM administrators and managers who need to configure the system.
  • Member — Access is controlled by their permission profile. Use for most team members (sales reps, support staff, marketers).

Assigning a Permission Profile

Section titled “Assigning a Permission Profile”

Permission profiles control what a user can see and do. Select a profile that matches the user’s role in your organization:

  • Sales Rep — Access to Contacts, Companies, Opportunities, Activities. Can create, read, and update records. Can only see their own records or their team’s records.
  • Manager — Same as Sales Rep plus access to reports and the ability to see all records across the team.
  • Finance — Access to Invoices and financial data.
  • Marketing — Access to Contacts and Leads with bulk email capabilities.

You can create custom profiles in Settings > Permission Profiles to match any organizational structure.

Deactivating a User

Section titled “Deactivating a User”

If a team member leaves or no longer needs access:

  1. Go to Settings > Users
  2. Find the user
  3. Click Deactivate

Deactivated users cannot log in, but their data and activity history are preserved. You can reactivate them later if needed.

Next Steps

Section titled “Next Steps”