In this version, we’ve introduced new features for inviting company members, assigning roles, and managing role permissions.
Company Member Invitation
Now, company account owners can easily invite members to join their team. Just fill in the member's first name and email address, assign a role, and an invitation email will be sent. The invited member can then click the link in the email to set up their password and start using the system.
Role Assignment and Permission Management
The system has preset several roles, with the Owner account defaulting to Admin, which has full access to all system features. In addition to Admin, there are four other preset roles: Sales Director, Sales, Operations, and Finance. Admins can modify role permissions or create new roles based on their company's actual needs.