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Add an Employee

Give your team members access to Elona CRM so they can help manage customers, invoices, and more.

Before You Start​

Have ready:

  • Employee's email address
  • Their role/job function
  • What they should be able to access

Steps​

1. Go to Team​

Click Team or Employees in the left menu.

2. Click Add Employee​

Click Add Employee or Invite User.

3. Enter Details​

Fill in:

  • Email - Where to send the invitation
  • Name - Employee's name
  • Role - Their access level
  • Department (optional)

4. Select Permissions​

If using custom roles, choose specific permissions:

  • View customers
  • Create invoices
  • Record payments
  • Access reports
  • etc.

5. Send Invitation​

Click Send Invite. The employee will receive an email to create their account.

What Happens Next​

  1. Employee receives invitation email
  2. They click the link to set up their account
  3. They create a password
  4. They can now log in and access allowed features

Invitation Not Received?​

  • Check spam/junk folder
  • Verify email address is correct
  • Resend the invitation

Pending Invitations​

View outstanding invitations:

  1. Go to Team → Pending
  2. See who hasn't accepted
  3. Resend or cancel as needed

Tips​

  • Only give access to what's needed
  • Start with limited permissions, expand as needed
  • Review team access periodically
  • Remove access when employees leave