Add a User

Add a User

Adding people to HARi CRM is straightforward. Every workspace includes unlimited users — there is no per-seat fee.

Inviting a new user (recommended)

They pick their own password.

1. Go to Settings → Access → Users
2. Click the invite button
3. Fill in:
   • Email — their login
   • Team — required. They inherit that team’s roles. Their new records go to this team unless you later change their default working team
4. Submit

HARi sends an email with a one-time link. They set a password and land in the workspace.

Creating a user directly

If you need a known password (for example a service account):

1. Go to Settings → Access → Users
2. Click New
3. Fill in email, password (min. 8 characters), name
4. Put them on a team
5. Create the user

Administrator or member

• Administrator — full workspace access, including teams and roles. Use sparingly.
• Member — everyday user. Access comes from the teams they belong to, not from a profile ticked on the user.

Roles via teams

1. Settings → Access → Roles — create or pick a role
2. Settings → Access → Teams — attach the role, add the person

Change the team’s roles, and every member updates. Walkthrough: set up role permissions.

Deactivating a user

1. Settings → Access → Users
2. Open the user
3. Deactivate

They cannot log in. Records held by work teams stay on those teams. Records on their personal team are moved so they are not stranded — you will see a warning about who gains sight of them. You can reactivate later; moved records do not slide back by themselves.

Next steps

• Inviting your team
• Teams and roles
• Who can see what
• Customizing your dashboard