Head to the Team page to invite colleagues into your CRM Butler account.
Permission levels
There are three levels to choose from:
Owner — full control of the account.
Admin — can manage the team and set up connections.
Member — the standard level, and the right choice for most people you invite.
What Members can and can't do
Members work inside CRM Butler day to day, but they don't manage the account itself. By default, a Member cannot:
Create forms
Create connections
Invite other team members
Form creation is the one you can adjust. If someone on your team needs to build forms, you can grant them that permission individually — no need to move them up to Admin.