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Getting a new teammate into Introw with the right access is the first step to having them contribute safely. Inviting them into a role means they land with exactly the permissions that role grants, no more and no less, from day one. This guide also covers the difference between paying and CRM-only seats and how to follow an invite from sent to active.

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What you’ll achieve

A colleague is invited into the correct role and receives an email invitation. They appear on the Users list as Pending and move to Active once they accept, holding the permissions of the role you chose.

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Before you start

1

Decide their role

Have the right role ready, or create one first. The role you pick controls their access and their seat type. See Create an internal role.
2

Check your seats

Internal users on a paying role count against your plan’s seat allowance. If you have reached the limit, the invite dialog tells you and offers to upgrade. CRM-only roles (available when HubSpot is connected) do not consume a paying seat, so you can keep adding CRM users even when the paid seats are full.

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Watch it

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Steps

1

Open Team

Go to the Users tab of Team, where your team is listed with each person’s status, role, and invite date.
Open Team
2

Start an invitation

Select Invite team member and enter the person’s Email. If you are at your seat limit, the dialog shows a notice here; you can still proceed with a CRM-only role when HubSpot is connected.
Start an invitation
3

Choose a role

Pick the Role for this person. The role decides what they can do and whether they use a paying seat or a CRM-only seat. If you select a CRM-only role, the dialog reminds you those users only have access to the CRM module and never enter Introw directly.
Choose a role
4

Add a personal message and send

Optionally edit the Personal message that goes out with the invitation, then select Invite. The person receives an email invitation and appears on the Users list as Pending until they accept.
Add a personal message and send
5

Manage statuses and requests

Use the status filter on the Users tab to track people: Active (signed in), Pending (invited, not yet accepted), Requested (someone from your email domain asked to join and is waiting for you to accept or decline), and Deactivated. From a person’s row you can change their role, resend the invitation, or deactivate them.

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Verify it worked

The person shows on the Users tab, first as Pending, then as Active once they accept and sign in. Their row reflects the role you assigned, and a CRM-only user does not reduce your remaining paying seats.

Create an internal role

Build the role first, and scope it if needed.

Set up partner team roles

Assign people to the partners they manage.

Implementation reference

Full configuration options.