Add a User

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.

Inviting a New User (recommended)

The cleanest way to onboard a teammate is to send an invitation — they pick their own password.

1. Go to Settings > Users
2. Click the invite button on the Users page
3. Fill in:
   • Email — this will be their login
   • Role — Member (regular workspace user) or Admin (full workspace access)
   • Business Unit (optional) — assigns them to a specific business unit
4. Submit

HARi sends an email with a one-time link. The recipient sets their own password and lands directly in the workspace.

Creating a User Directly

If you need to create a user with a known password (for example, a service account):

1. Go to Settings > Users
2. Click New in the Users header
3. Fill in:
   • Email, Password (min. 8 characters)
   • First name, Last name
   • Role — Member or Admin
4. Click Create user

Choosing the Right Role

• Admin — Full workspace access: settings, schema, workflows, user management, and all data. Use for HARi administrators and managers who need to configure the system.
• Member — Regular workspace user. Their access to specific entities and actions is controlled by the Teams they belong to.

Permission Profiles via Teams

In HARi, permission profiles are assigned to Teams, and Members inherit them by joining a Team:

1. Go to Settings > Teams
2. Open a team and add or remove permission profiles (e.g. “Sales Rep”, “Manager”, “Finance”)
3. Add the user to the team via Settings > Users > Teams on the user detail page

This means: change a team’s profiles, and every member’s access updates automatically.

Deactivating a User

If a team member leaves or no longer needs access:

1. Go to Settings > Users
2. Select the user
3. Toggle the Status to inactive

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

Next Steps

• Inviting Your Team for a comprehensive guide on team setup
• Set Up Role Permissions to configure what each profile can access
• Customizing Your Dashboard to set up dashboards for new team members