Everyone works in CRAIM under their own account. That way you see who replied to a client, who set a task and who moved a deal.
How to invite
Open "Settings" → "Team" and press "Invite a person". Enter their email and role. They get an email with a link: following it, they sign up and land straight in your project.
The "Team" screen
Roles
- Owner. Sees everything and is the only one who pays for CRAIM.
- Co-founder and administrator. Run the business with the owner: see money and analytics, invite people, set up the project, can delete records.
- Integrator. The person who sets CRAIM up for your company: AI employees, rules, channels, AI profile. Works with clients and conversations, but does not see revenue or deal amounts and deletes nothing.
- Manager. Works with clients. Sees the amounts of their own deals and their own results only.
- Support. Answers clients and does not see deal amounts.
Every member of the project sees the conversations and client cards.
How to change a role or remove someone
In "Team", press on the person: you can change their role or remove them from the project there.