Inviting Your Team
Add team members to your Aggrandize organization.
Sending invitations
Organization owners and admins can invite new members:
- Go to Settings > Members
- Click Invite
- Enter the person's email address
- Choose a role:
- Member — can view and manage CRM data (contacts, companies, deals, email)
- Admin — everything a Member can do, plus manage members, teams, pipeline, billing, data export, and trash (only Owners can promote someone to Admin)
- Click Send Invitation
Members
Manage who has access to your organization
Current Members (3)
Pending Invitations (1)
The Invite dialog collects the new member's email and role:
Invite Member
4 members, 1 pending invitation
Members can view and manage CRM data
The invitee receives a branded email with a link to join your organization. Invitations expire after 7 days.
Managing pending invitations
In Settings > Members, pending invitations appear below the current members list. For each pending invitation you can:
- Resend — sends the email again and resets the 7-day expiry
- Revoke — cancels the invitation so the link no longer works
Members
Manage who has access to your organization
Current Members (3)
Pending Invitations (1)
What the invitee sees
The invitee lands on /invite/<token> after clicking the email link. What they see depends on their auth state and whether the invitation is still valid:
You're Invited!
Sarah Chen invited you to join Acme Construction as a member.
Sign in with you@example.com to accept this invitation.
Accept Invitation
Sarah Chen invited you to join Acme Construction as a member.
Welcome!
You've joined Acme Construction. Redirecting...
Email Mismatch
You're signed in as someone-else@example.com, but this invitation is for you@example.com.
Sign out and sign in with you@example.com to accept this invitation.
Invitation Expired
This invitation has expired. Please ask the organization admin to send a new one.
After clicking Join [Org], the invitee briefly sees the Welcome! screen and is redirected to the CRM.
If they don't have an Aggrandize account yet
- They click the link in the invitation email
- They see who invited them, the organization name, and their assigned role
- They click Create Account to sign up
- After creating their account, they're automatically added to the organization
If they already have an account
- They click the link in the invitation email
- They sign in (if not already signed in)
- They click Join [Organization Name]
- They're added to the organization and redirected to the CRM
If their email doesn't match
If the invitee is signed in with a different email address than the invitation was sent to, they'll see an "Email Mismatch" message and be prompted to sign in with the correct email.
If the invitation expired
The invitee will see an "Invitation Expired" message. Ask an owner to send a new invitation from Settings > Members.
Seat limits
Each plan includes a number of seats. When you invite someone and your team exceeds the included seats, additional seat charges are added to your next invoice automatically. See Managing Seats for pricing details.
The seat indicator in the Members page header shows current usage, counting both active members and pending invitations:
Members
Manage who has access to your organization
Current Members (3)
Pending Invitations (1)
Seat availability is checked both when the invitation is sent and when it's accepted. If seats fill up between those two events, the acceptance may be rejected — in that case, add more seats via your billing portal and resend the invitation.
Changing roles
Owners can change any member's role from the three-dot menu next to their name in Settings > Members. The menu shows the roles a member can be switched to, plus the destructive Remove member action.
Members
Manage who has access to your organization
Current Members (3)
Pending Invitations (1)
Changing a role opens a confirmation prompt:
Change Role
Change Marcus Reed's role to admin?
Removing members
Owners can remove members from the same three-dot menu in Settings > Members. The last owner of an organization cannot be removed.
Remove Member
Remove Marcus Reed from the organization? They will lose access to all CRM data.
When a member is removed, their seat is freed immediately and the charge is removed from the next invoice.
Revoking an invitation
The Revoke icon on a pending invitation also shows a confirmation before the link is invalidated:
Revoke Invitation
Revoke the invitation to newhire@acme.example.com? They will no longer be able to join.