How to Invite Team Members and Set Roles in Vedain

How to Invite a Team Member

1. Go to Settings → Team.
2. Click Invite Member.
3. Enter their email address.
4. Select a role: Admin, Manager, or Sales Rep.
5. Click Send Invite. They receive an email with a link to create their password and join your workspace.

Understanding the Three Default Roles

Admin

• •Full access to all modules and settings
• •Can manage billing and subscription
• •Can add, remove, and change roles for team members
• •Can export all data
• •Can see all records regardless of owner

Manager

• •Access to all CRM modules (Leads, Contacts, Deals, Campaigns, Reports, etc.)
• •Can view all team members' records
• •Cannot manage billing or add/remove users
• •Cannot access most Settings sections

Sales Rep

• •Access to core CRM modules only (Leads, Contacts, Deals, Tasks, Campaigns)
• •By default can only see records assigned to them
• •No access to Settings
• •No access to Reports or Billing

Changing a Team Member's Role

Go to Settings → Team, find the team member in the list, click the role badge next to their name, select the new role, and confirm. The change takes effect on their next action.

Removing a Team Member

On the Team page, click the three-dot menu next to a member and select Remove. Their account is deactivated. You can reassign their leads before or after removal — any leads still assigned to them remain in the system and can be bulk-reassigned from the Leads list.