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Invite your team and share workspaces

Create a team, invite members, and understand what's shared versus private.

Multi-seat plans let you bring teammates into one shared Noli workspace.

Before you invite (important)

Sign in as yourself and open crm.noliai.com and ams.noliai.com once each while signed in. This links your existing CRM and marketing data to your account, so teammates join your workspace instead of a blank one.

Create your team

  1. Go to app.noliai.com/team (or account menu → Team).
  2. Click Create organization and give it a name.

If you are on a single-seat plan, you will be prompted to upgrade first, multi-seat plans are required to invite people.

Invite teammates

On the team page, open Invitations → Invite, enter their email, and send. They will get an email to accept and sign in.

What's shared, what's private

  • CRM, contacts and deals are shared across the team
  • Marketing, your brand and content are shared
  • Project Manager, projects are private to you unless you turn on Share with team for a project
  • Knowledge Base, personal to each member for now

Roles

  • Admins manage the team and billing
  • Members use the shared workspace

The person who creates the team owns it.

Remove a member

On the team page, remove a member to revoke their access immediately.

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