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Team

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Team Members Overview

Go to Settings → Team to see all current members of your workspace, their roles, and their invitation status.
Each row shows:
  • Name and profile picture
  • Email address
  • Role (Admin, User, or Client Viewer)
  • Status (Active, Invited, or Deactivated)
  • Date joined
Invitations

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Inviting Members

Invite new members to your workspace and assign roles.
1

Click Invite Member

From the Team page, click Invite Member in the top right.
2

Enter email and role

Enter the invitee’s email address and select their role. You can invite multiple people at once by entering comma-separated email addresses.
3

Send the invitation

Click Send Invite. Each person receives an email with a link to accept the invitation and create their account. Invitations expire after 7 days.
4

Resend if needed

If the invitee doesn’t receive the email or the link expires, click Resend Invite next to their name in the Team list.
Roles

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Roles and Permissions

ParsaLink has three roles:

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Admin

Full access to the entire workspace, including:
  • All CRM data (contacts, leads, accounts, opportunities, cases, proposals)
  • Automations (create, edit, activate, delete)
  • Email templates and bulk sending
  • All integrations and API settings
  • Team management (invite, change roles, deactivate)
  • Billing and subscription management
  • Workspace settings (name, branding, data export, deletion)
Admins can see and edit all records, including those assigned to other users.

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User

Standard team member access:
  • All CRM data — create, read, update, delete
  • Automations — create and manage their own; view all
  • Email templates and sending
  • Calendar and booking links
  • AI chat and analytics
Users cannot:
  • Access billing or change workspace settings
  • Invite or remove team members
  • Delete the workspace or export all workspace data

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Client Viewer

A limited, read-only role designed for giving clients visibility into their account data:
  • Read-only access to CRM records explicitly shared with them or linked to their account
  • Cannot create, edit, or delete any records
  • Cannot see records belonging to other accounts
  • Cannot access automations, email settings, or integrations
  • Cannot see other team members’ activity
Client Viewers are billed at a reduced seat rate. See Settings → Billing for pricing details.
Management

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Changing a Member’s Role

  1. Find the team member in the Team list.
  2. Click the role dropdown next to their name.
  3. Select the new role.
  4. The change takes effect immediately — no confirmation email is sent.

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Deactivating a Member

When a team member leaves your organization:
  1. Find them in the Team list.
  2. Click Deactivate.
  3. Confirm the action.
A deactivated member loses access to the workspace immediately. Their records, activity history, and any assigned CRM records remain intact. You can reassign their records to an active team member from the CRM bulk actions.
Deactivated members do not count against your active seat limit in billing.

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Reactivating a Member

To restore a deactivated member’s access:
  1. Find them in the Team list (use the Deactivated filter).
  2. Click Reactivate.
  3. They can log in again with their existing password.

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Transferring Ownership

The workspace owner (the person who created the workspace) can transfer ownership to another admin:
  1. Go to Settings → Team.
  2. Find the admin to promote.
  3. Click Make Owner.
Transferring ownership does not remove your admin access — you remain an admin unless someone else changes your role.