Configure your team

Joinways is designed for teams. Invite your collaborators and define their access.

Roles

Owner

The account creator. Full access to everything, including billing and sensitive settings.

Admin

Can manage everything except Joinways account billing. Can invite/remove members.

Member

Can create and edit events, quotes and contacts. Cannot access settings.

Invite a member

1. Go to Settings > Team

2. Click "Invite"

3. Enter the person's email

4. Choose their role

5. Invitation is sent by email

Manage access

You can at any time:

• Change a member's role

• Revoke their access

• See last login date

Configure your team

The workspace groups members who can access venues, events, leads, and settings. Team configuration is managed under Settings > Members.

Access member settings

1. In the sidebar, go to Settings.
2. Click Members.
3. View the list of workspace members, including their role and status (active or pending invitation).

Exact path: Settings > Members.

Roles and permissions

Owner

• Full access to the workspace.
• Can manage members, Joinways billing, and sensitive settings (security, integrations, venues).
• Typically only one owner per workspace.

Member

• Access to operational features such as Inbox, events, quotes, People, Companies, and reports.
• Access can be limited to specific venues or actions.

Permissions

• Examples: manage venues, manage quotes, view reports.
• Assigned by role or per member, depending on your plan.
• To view or change roles and permissions, go to Settings > Members.

Invite a member

1. Go to Settings > Members.
2. Click Invite a member (or the equivalent button).
3. Enter the person’s email address.
4. Choose their role (e.g. owner, member).
5. Send the invitation.

The invitee receives an email with a link to join the workspace. Until they accept, their status appears as Pending.

Change a member’s role

1. In Settings > Members, find the member in the list.
2. Use the menu or edit button next to their name.
3. Select the new role (for example, change from member to owner or owner to member).

Permissions update automatically according to the new role.

Revoke access (remove a member)

1. Go to Settings > Members.
2. Select the member you want to remove.
3. Click Remove from workspace or Revoke access.

The user immediately loses access to the workspace. Data they created (events, quotes, etc.) remains in the workspace according to your data retention rules.

Best practices

• Keep the number of owners low to maintain control over billing and critical settings.
• Use the member role for operational users (sales, coordination) and tailor their permissions.
• Review the member list regularly and remove accounts that are no longer active.