# Invite Teammates in ATZ CRM

> Invite teammates to ATZ CRM from user settings, assign roles such as Admin, Manager, Recruiter, or Consultant, and help new users join your recruiting workspace.

Source: https://atzcrm.com/help/user-and-account-management/users/invite-teammates/

Users

# Invite Teammates in ATZ CRM

Invite teammates to ATZ CRM from user settings, assign roles such as Admin, Manager, Recruiter, or Consultant, and help new users join your recruiting workspace.

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Quick Answer

To invite a teammate in ATZ CRM, go to Settings, open Users, click Invite new user, enter the teammate’s name and email address, assign the correct role, and send the invitation. The teammate receives an email link to join your ATZ CRM account.

Inviting teammates helps your recruiting, staffing, and account teams collaborate from the same ATZ CRM workspace.

## Quick Answer

Open **Settings > Users**, click **Invite new user**, enter the teammate’s name and email address, assign the right role, and click **Send Invitation**.

## Before You Invite a Teammate

Decide which role the teammate should have before sending the invite. Roles control the actions a user can perform and the information they can access.

If you need to design a custom access level first, review: [Roles and permissions](https://atzcrm.com/help/user-and-account-management/users/roles-permissions/).

## Step 1: Open Settings

Log in to ATZ CRM and go to **Settings**.

## Step 2: Open Users

Select **Users** from the settings menu.

## Step 3: Click Invite New User

Click **Invite new user**.

## Step 4: Enter User Details

Enter the teammate’s first name, last name, and email address.

Assign a role based on the user’s responsibilities, such as:

-   Admin
-   Manager
-   Recruiter
-   Consultant
-   Custom role

## Step 5: Send the Invitation

Click **Send Invitation**. The teammate receives an email invitation with a link to join your ATZ CRM account.

## Role Options in ATZ CRM

The role defines what the user can see and do. ATZ CRM includes default roles such as Admin, Consultant, Manager, and Recruiter. You can also create custom roles for more precise access control.

## Use Cases

### Add Recruiters to a Hiring Team

Invite recruiters and assign permissions based on the records and jobs they should manage.

### Add Managers for Oversight

Give managers access to review team activity, reporting, and ownership where appropriate.

### Add Admins for System Setup

Assign admin access only to users who should manage account settings, roles, and configuration.

## Troubleshooting

### The Teammate Did Not Receive the Invitation

Ask the teammate to check spam or junk folders and confirm the email address was entered correctly.

### I Cannot See Invite New User

Check whether your role has permission to manage users. User invitation is usually controlled by admin or account-level permissions.

### The Teammate Has the Wrong Access

Update the user’s role from the Users section or adjust role permissions if a custom role is being used.

## FAQs

### Can I change a user’s role later?

Yes. Admins can update a user’s assigned role from the Users section.

### Can I create custom roles before inviting users?

Yes. Create the custom role first, then assign it during invitation or from the user list later.

### Should every teammate be an admin?

No. Use the least access needed for each teammate’s responsibilities to protect data and reduce accidental changes.

## Related guides

[Understand Roles and Permissions](https://atzcrm.com/help/user-and-account-management/users/roles-permissions/) [Set Up Your Profile](https://atzcrm.com/help/user-and-account-management/users/profile-settings/) [Assign Owners to Records](https://atzcrm.com/help/coreops/common-operations/assign-record-owners/)

Need help?

## Talk to the ATZ CRM team

Use the in-app chat for product support, or book a demo if you want to see this workflow with your recruiting data.

[Request demo](https://calendly.com/armaan-atzcrm/30min) [Start free trial](https://secure.talenticx.com/sign-up?token=A7K9X2M4Q8P1Z6R3T5WY)

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