Getting started

How to add your team and decide what each person sees

Short answer

The business owner adds the team from the CRM Settings, in Users and permissions. Each person gets their own account and a role, and you decide whether they see everything, only their group’s (by team or location) or only their own.

Updated October 25, 2026

Step by step

  1. Step 1: Open Settings

    Log in to your CRM as the business owner and open Settings.

  2. Step 2: Go to Users and permissions

    There you see the people who already have access and how many active users your plan allows.

  3. Step 3: Add the person

    Add your team member with their name and email, and give them a role.

  4. Step 4: Decide what they see

    Choose whether they see everything, only their group’s or only their own. You can group people by team or by location.

  5. Step 5: They log in with their own account

    Each person logs in with their own account and picks the language of their screen.

Good to know

  • Each business has its own CRM, with its data kept separate from everyone else’s.
  • If you reach the limit of active users on your plan, the CRM lets you know when you try to add someone else.

Everything the CRM includes How we protect your data

Related questions

Can each person use a different language?

Yes. Spanish, English, Portuguese, French or German: each user picks their own.

Can someone on my team see only their own customers?

Yes. When you set their permissions, choose “only their own”.

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Questions about your data or your account?

Write to support@autorys.com or open the chat at the bottom of the page. A real answer, in English or Spanish.

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