Set up your Jetpack CRM Team

Create users and set access permissions for each of your team members collaborating within your CRM site.

Managing a team in Jetpack CRM is straightforward, thanks to its built-in user role system. This allows you to create accounts for your team members and decide exactly what parts of the CRM they can access.

Find and add team members

To view and manage your Jetpack CRM team members, hover over your Gravatar (profile picture) at the top right of any CRM admin page and select CRM Admin → Team.

From this screen, you’ll see a list of all current team members along with their assigned roles. You can also add new users by clicking the Add New Team Member button.

Each team member’s permissions are controlled by their user role. Jetpack CRM provides several predefined roles, ranging from full administrators to customers with Client Portal access. The table below outlines what each role can and cannot do.

Role	Full WP Admin	CRM settings and config	Contacts	Transactions	Invoices	Quotes	Mail	Client Portal
Administrator (WP role)	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Jetpack CRM Admin	No	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Jetpack CRM Contact Manager	No	No	Yes	Yes	Yes	Yes	Yes	No
Jetpack CRM Transaction Manager	No	No	Yes	Yes	No	No	No	No
Jetpack CRM Invoice Manager	No	No	Yes	No	Yes	No	No	No
Jetpack CRM Quote Manager	No	No	Yes	No	No	Yes	No	No
Jetpack CRM Mail Manager	No	No	Yes	Read-only	Read-only	Read-only	Yes	No
Jetpack CRM Customer	No	No	No	No	No	No	No	Yes

Note 1: Some contact management actions initiated from the Client Portal, such as resetting a contact’s password or editing contact details, require Administrator or Jetpack CRM Admin permissions. Users with lower permission levels won’t be able to perform these actions.

Note 2: Sending mail campaigns is available to Mail Managers. However, access to mail delivery settings, including SMTP configuration, requires Administrator permissions.

How Jetpack CRM manages Team Accounts

Behind the scenes, this system works seamlessly with WordPress. Every team member is given a WordPress Admin account on your site, and their Jetpack CRM role determines their access level. Adding a new team member automatically creates their WordPress account, so they can log into the dashboard in the usual way.

For a branded experience, you can even customize the WordPress login page by overriding the login logo in Jetpack CRM’s settings.