How to invite your team to HelloGrowthCRM
Invite teammates to your HelloGrowthCRM workspace, assign roles, and control what they can see. Bulk invite via CSV or one at a time.
What this guide helps you do
Follow this article when you want a focused, step-by-step path to complete the task without digging through menus.
Need a broader overview first?
Go back to the Getting Started section to browse more guides, compare related tasks, and choose a better starting point.
View all Getting Started guidesInvite teammates to HelloGrowthCRM in under a minute each — we'll cover one-at-a-time invites, bulk CSV invites, and how to assign the right role.
How to use this guide
Read the intro to confirm this is the right workflow, complete the steps in order, then review the common issues and related articles if your setup behaves differently from the standard path.
What you'll need
- •Workspace owner or admin role
- •Each teammate's work email
- •A clear sense of who needs which role
- •For bulk invites: a CSV with email,role columns
- 1
Open team settings
Click your avatar (top-right) → Settings → Team. You'll see current members with role and last-active timestamp.
- 2
Click Invite members
The invite drawer slides open with email field plus role dropdown. Paste up to 20 emails comma-separated.
- 3
Pick the right role
Owner (full access), Admin (no billing), Manager (team scope), Sales Rep (own leads), Read-Only (view-only). Custom roles available on Pro+.
- 4
Choose which team they join
If you've created teams (Settings → Teams), assign the invitee to one — controls routing rules and dashboard defaults.
- 5
Send the invite
Click Send invites. Each invitee gets an email with a magic-link join button valid 7 days.
- 6
Bulk-invite via CSV (Pro+)
For 10+ invites, click Import CSV. Upload email,role,team_name columns. Failed rows download as fixable CSV.
- 7
Track who's accepted
Pending invites show amber Invited badge. Click Resend or Revoke. Accepted = green Active badge.
Frequently asked questions
How many people can I invite at once?▾
Up to 20 via comma-separated form. Bulk CSV upload (Pro+) handles up to 500 at once.
Can I limit a Sales Rep to only see their own leads?▾
Yes — that's the default Sales Rep behavior.
How do I remove a teammate?▾
Settings → Team → click member → Remove from workspace. Their leads/deals reassign to workspace owner.
Can I invite contractors?▾
Use the External user role (Pro+). They see only specific records you share.
Do team members count toward my plan's user limit?▾
Yes. Owners/Admins/Managers/Reps consume seats. External users on Pro+ count as 0.5 seats.
Related articles
See it in product
Try it yourself
Start a 14-day free trial of HelloGrowthCRM — no credit card required. You'll have everything you need to follow this guide.
Still need help?
If this article does not match your account setup, rollout stage, or edge case, review more guides in Getting Started or contact our team for direct help.
Rushabh leads product strategy at HelloGrowthCRM with a focus on CRM workflows, revenue operations, and practical product design for growing businesses.
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