# Invite your team and set their roles in Stacks — Stacks Features > Add teammates to Stacks and choose exactly what each can do. Invite users by email and assign Admin, Manager, Member, or Viewer roles — free, with unlimited users. Markdown version of https://stackscrm.com/features/invite-team-set-roles — append `.md` to any page URL on this site (homepage: https://stackscrm.com/index.md). Index: https://stackscrm.com/llms.txt · Full site in one file: https://stackscrm.com/llms-full.txt --- #### Getting started - [Create your account](https://stackscrm.com/features/create-account-set-up-workspace) - [Invite your team](https://stackscrm.com/features/invite-team-set-roles) - [Your dashboard, explained](https://stackscrm.com/features/dashboard-tour) #### CRM - [Import your contacts](https://stackscrm.com/features/import-contacts) - [Add a contact](https://stackscrm.com/features/add-contact) - [Organize with tags](https://stackscrm.com/features/organize-contacts-with-tags) - [Manage your pipeline](https://stackscrm.com/features/manage-sales-pipeline) - [Add custom fields](https://stackscrm.com/features/add-custom-fields-to-contacts) - [Capture leads with a form](https://stackscrm.com/features/capture-leads-web-form) - [Export your contacts](https://stackscrm.com/features/export-contacts) #### Email marketing - [Send a campaign](https://stackscrm.com/features/send-email-campaign) - [Set up a drip sequence](https://stackscrm.com/features/email-drip-sequence) - [Grow your list](https://stackscrm.com/features/grow-email-list-opt-in-forms) #### Reviews - [Request a review](https://stackscrm.com/features/request-customer-reviews) - [Reply to reviews](https://stackscrm.com/features/reply-to-reviews-with-ai) - [Add the reviews widget](https://stackscrm.com/features/add-reviews-widget) #### Invoicing - [Create an invoice](https://stackscrm.com/features/create-and-send-invoice) - [Send an estimate](https://stackscrm.com/features/send-estimate-quote) - [Get paid online](https://stackscrm.com/features/payment-links) - [Recurring invoices](https://stackscrm.com/features/set-up-recurring-invoices) - [Expenses & profit](https://stackscrm.com/features/track-expenses-and-profit) - [Projects & billable time](https://stackscrm.com/features/bill-project-time) - [Ask AI about your numbers](https://stackscrm.com/features/ask-ai-financial-questions) #### Scheduling - [Set your availability](https://stackscrm.com/features/set-availability-take-bookings) - [Create an appointment type](https://stackscrm.com/features/create-appointment-type) - [Share your booking link](https://stackscrm.com/features/share-embed-booking-link) #### Support - [Manage support tickets](https://stackscrm.com/features/manage-support-tickets) #### Tasks & time - [Create & manage tasks](https://stackscrm.com/features/create-manage-tasks) - [Track & bill time](https://stackscrm.com/features/track-and-bill-time) #### AI & automation - [Turn on AI](https://stackscrm.com/features/turn-on-ai) - [Build an automation](https://stackscrm.com/features/build-an-automation) #### Connecting your tools - [Connect Stripe](https://stackscrm.com/features/connect-stripe-payments) - [Connect email provider](https://stackscrm.com/features/connect-email-provider) - [Connect Twilio (SMS)](https://stackscrm.com/features/connect-twilio-sms) - [Google Business Profile](https://stackscrm.com/features/connect-google-business-profile) - [Email deliverability](https://stackscrm.com/features/email-deliverability-spf-dkim-dmarc) #### Workspace and additional guides - [Review agent approvals](https://stackscrm.com/features/review-agent-approvals) - [Manage companies](https://stackscrm.com/features/manage-companies) - [Import from another CRM](https://stackscrm.com/features/import-crm-records) - [Manage email templates](https://stackscrm.com/features/manage-email-templates) - [Manage appointments](https://stackscrm.com/features/manage-appointments) - [Set up standing appointments](https://stackscrm.com/features/recurring-appointments) - [Review feedback reports](https://stackscrm.com/features/review-feedback-reports) - [Create review story images](https://stackscrm.com/features/manage-review-stories) - [Configure customer reviews](https://stackscrm.com/features/configure-reviews) - [Manage workspace settings](https://stackscrm.com/features/workspace-settings) - [Manage the product catalog](https://stackscrm.com/features/manage-products) - [Configure email alerts](https://stackscrm.com/features/configure-email-alerts) - [Use API keys and MCP](https://stackscrm.com/features/api-and-mcp-access) - [Read API activity](https://stackscrm.com/features/api-activity) - [Connect incoming lead webhooks](https://stackscrm.com/features/connect-lead-webhooks) - [Manage billing and AI credits](https://stackscrm.com/features/manage-billing-and-credits) - [Read workspace activity](https://stackscrm.com/features/workspace-activity) - [Request help from Stacks](https://stackscrm.com/features/request-platform-help) - [Triage platform requests](https://stackscrm.com/features/platform-request-triage) [Features](https://stackscrm.com/features) › [Getting started](https://stackscrm.com/features#getting-started) › **Invite your team and set their roles** # Invite your team and set their roles Getting started · about 3 min · updated Aug 2026 Stacks is built for teams, and adding one is quick: invite people by email and give each a role that decides what they can see and change. Everyone shares the same contacts, deals and calendars — roles just draw the lines around who can do what. It's free, with no cap on how many teammates you add. ## Before you start - You need to be an **Admin**. Only admins can open User Management and invite people — managers, members and viewers won't see this page. - Have each person's **email address** ready. An email can belong to only one Stacks account, so it can't already be in use elsewhere. - There's **no user limit**. Invite as many teammates as you like — unlimited users are included, free. ## Step by step 1. **Open User Management.** In Stacks, go to **Settings** and choose **Users**. You'll see everyone on your account, their role, status and last login. (Don't see it? Your role isn't Admin — ask an admin to invite you or bump your role.) 2. **Click "+ Invite User."** A short invite form opens above the list. 3. **Enter their details.** Type the teammate's **First name**, **Last name** and **Email**. Use an email address not already assigned to another user in this workspace. 4. **Choose a role.** Pick **Admin**, **Manager**, **Member** or **Viewer** from the Role menu — Member is selected by default. Not sure? See the breakdown below; you can change it anytime. 5. **Click "Send Invite."** Stacks adds the person to your team right away and emails them an invitation. They sign in at your login page with their email and a **6-digit code** — there's no password to create. 💡 **Team management is free.** Inviting people, unlimited users and all four roles are included on every plan — there's nothing to unlock. The optional **AI Pro** plan ($99/mo) adds AI and priority support; it doesn't gate any team features, because you already have them. ## The four roles, explained Every teammate has exactly one role. From most to least access: - **Admin** — Full control. Manages account settings, billing and the team itself, and can delete records in any module. Best for owners and operations leads. - **Manager** — Runs the day-to-day. Everything a Member can do, plus deleting contacts, companies and deals, and managing automations, email marketing, review settings, tags and web forms. Can't open account settings or manage users and billing. - **Member** — The standard teammate. Creates and edits contacts, companies, deals and tasks, sends review requests, books appointments and creates invoices. Can't delete contacts, companies or deals, and has no settings access. - **Viewer** — Read-only. Sees your data across every module but can't create, edit or delete anything. Handy for stakeholders who just need visibility. ## Change a role or turn off access - **Edit someone.** On their row in the table, click the pencil (✏️) icon, adjust their name or role, and click **Save Changes**. - **Deactivate.** Click the 🚫 icon to switch a teammate off — they can no longer sign in, but all their records and history stay put. Reactivate them later with the ✅ icon. - **Two safety rails.** You can't deactivate your own account, and Stacks won't let you remove your last admin (if you're the only one, you can't demote yourself until you promote someone else). ## Current behavior Deactivation blocks existing sessions and revokes API keys created by that user. Reactivation does not restore revoked keys. Role changes do not automatically change existing API-key permissions. Active logins expire after 24 hours without use; valid activity refreshes that window. ## Good to know - **No passwords to manage.** Teammates sign in with their email and a one-time 6-digit code, so there's nothing for you to set or reset for them. - **They're active immediately.** There's no pending-acceptance step — a new member can sign in the moment the invite email lands. - **Invites are rate-limited.** You can send up to **10 invites per hour** per account. Onboarding a big team? Space them out or continue after an hour. - **Deactivate, don't delete.** The Users page lets you switch people off rather than erase them, so their notes, deals and activity are never orphaned. ## Frequently asked Do invited teammates need to set a password? No. Stacks sign-in is passwordless — they enter their email and a 6-digit code we send them. There's no password to create, share or reset. Can I fully delete a user instead of deactivating them? The Users page is built around **deactivating**, which blocks sign-in while keeping the person's records and history intact. You can reactivate anyone at any time. Is there a limit on team size, and does adding people cost more? No limit and no extra cost — unlimited users are free. AI Pro ($99/mo) is optional, and it adds AI features and priority support — never a fee for adding people. Was this helpful? ## Related articles [Import your contacts →](https://stackscrm.com/features/import-contacts) [Create your account →](https://stackscrm.com/register) [Set up your workspace →](https://stackscrm.com/features/) [Roles & permissions in depth →](https://stackscrm.com/features/invite-team-set-roles) ### Bring your whole team on board Core business tools, unlimited users, free forever. [Start free →](https://stackscrm.com/register) [Explore more features →](https://stackscrm.com/features)