Invite Your Team: How to Add and Manage Users in AI Engage CRM

What is a User?#

A User is anyone with a login to your workspace. Every teammate who needs to access contacts, send campaigns, manage deals, or view reports must be added as a user.

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Create your Profiles and Roles before inviting users — you assign both at invite time. If they are not set up yet the fields will be empty and you will need to come back and assign them later.

Step 1 — Open Settings#

Click the Settings icon in the left sidebar.

Step 2 — Click Users#

Under General, click Users. On a blank account, you will only see yourself.

Step 3 — Click Add User#

Click Add User at the top right to open the invitation form.

Step 4 — Fill in the form#

The form contains:

Email Address — Becomes their login username
First Name / Last Name — Their display name in the CRM
Profile — Controls what they can do (create, edit, delete)
Role — Controls whose records they can see
Team — Optional: assigns them to a team immediately

What the invited person sees#

Your teammate receives an email invitation. They click the link, set a password, and land in the CRM — the full walkthrough for them is Accepting Your Invitation.

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Each active user (and each pending invitation) uses a seat on your plan. If you’re out of seats, add more first — see Billing & Subscription.

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The invite link is valid for 48 hours. To resend it, go to Settings → Users and click Resend Invite next to their name.

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Deactivate users who leave the company — never delete them. Deactivating preserves all their records and history while removing their login access.

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