Invite your team and choose permissions
How to add people by email or by link, and what each role can do.
Invitations live under Organization → Users. Only people who administer the organization see that screen.
Invite by email
- In Users, click Invite.
- Leave the By email tab selected.
- Type the address and pick the Role.
- Click Send invitation.
That person gets an email with the link. If they already had a meruma account, they sign in with their usual password and accept the invitation inside the application; if they did not, the link takes them to create one.
Invite by link
The By link tab generates a link you can paste anywhere. It helps when you do not know the person’s exact address, or when you would rather send it over WhatsApp.
The link is single-use and expires in seven days. Share it only with the person you mean to invite: anyone holding it can get into your organization.
The three roles
| Role | What they can do |
|---|---|
| Owner | Everything. The person who created the organization; it cannot be changed from the application. |
| Admin | Configure the organization, connect channels and invite people. |
| Member | Use meruma — answer, add contacts, move cards — without touching the configuration. |
Most of a sales or support team should be Member. Admin is for whoever is actually going to configure things: connect channels, change pipelines, invite people.
If the invitation does not arrive
It is almost always in the spam folder. If it is not there either, resend it from the same Users screen: every invitation has its resend action, with a limit so a mistake does not turn into an avalanche of emails.
If the address was misspelled, cancel the invitation and create a new one: the link is tied to that address.
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