Manage your team, roles & settings
Invite teammates, set roles, and configure your CRM's interface, pipeline, and connections.
Your CRM's settings are where you bring in teammates and tune how the system works for your business.
Invite your team
Open Settings and scroll to Team. Type a teammate's email, pick Member or Admin, and click Send Invite. The header shows how many of your seats are in use, the member list shows everyone with an Owner, Admin, or Member badge and a Remove action, and pending invites show their expiry with a Revoke button.
Contacts and deals are shared across your team, so everyone works from the same data. For how shared-versus-private works across the rest of Noli, see Invite your team.
Roles
The person who creates the team owns it. Only Owner and Admin can invite or remove people. Members use the shared workspace.
Configure your CRM
In your CRM's Settings, you can also:
- Choose your Interface Mode, Simple or Advanced. Simple is the default and keeps the sidebar short. Advanced reveals the rest of the CRM's screens.
- Set your assistant's Communication Style, Professional & Direct, Friendly & Casual, or Minimal & Efficient, so AI drafts sound like you
- Set your pipeline, both Pipeline Mode with its stage list and the Pipeline Automation rules that move contacts forward on their own (see Configure your pipeline stages & automation)
- Connect channels, your calendar, your bulk-email sending domain, and Stripe (see Connect integrations)
- Set your marketing sender, the domain and from-address your bulk email goes out under
- Paste your own AI key, a Google Gemini or OpenAI key under Integrations. It takes over once the AI allowance included with your plan runs out, and it powers your assistant's voice mode.