Working as a team

The Team plan lets up to five people use one account. Everyone sees the same contacts, follow-ups, notes and deals. It costs £12 a month or £120 a year plus VAT for the whole account, however many of the five seats you use.

Invite someone

Only the account owner can invite people.

1. Settings → Team. Enter the email address they will log in with and press Create invite link.
2. Copy the link and send it to them yourself, by email, text or WhatsApp. The CRM does not send the invitation for you.
3. They open the link, create a login with that same email address (or log in if they already have one), and join your account.

Things worth knowing:

• An invitation works only for the email address it was made for, and expires after 7 days.
• An open invitation counts as a seat. Cancel one with the × beside it.
• The person joining must not already have a CRM account with data in it. A brand-new login is fine. If they have been trying the CRM on their own, they should delete that account first, or use a different email address.

Set a Business name in Settings so the person you invite sees whose account they are joining.

What members can do

There are no private contacts: a team account is one shared list.

Remove someone, or leave

The owner presses × beside a member in Settings → Team. They lose access at once and their calendar link stops working. Their login still exists, so if they log in again they get an empty CRM of their own; none of your data goes with them.

A member can leave by themselves with Leave in the same place. The owner cannot leave. To hand an account to someone else, email support@sheetsmith.co.uk.

Moving to and from the Team plan

From Free, choose a Team button in Settings → Plan. From Business, open Manage billing and choose Update plan; Stripe charges or credits the difference for the rest of the period.

If you move back from Team to Business or Free, nobody is removed and nothing is deleted. You simply cannot invite anyone new until you are on the Team plan again.