Add team members to your Piraja CRM business so everyone can use the same contacts, pipeline, and modules.
Introduction
Piraja is used at the business level: everyone in the same business shares contacts, organizations, opportunities, and other data. To get your team onboard, a business administrator invites users to the business. Each user signs in with their own account and can then access the modules enabled for the business; they can also choose which modules appear in their sidebar for quick access. Once invited and accepted, new members see the same business data (contacts, pipeline, etc.) so the whole team works from one CRM.
Who can invite users
Only users with business administrator rights can invite new members. If you don't see the option to invite (e.g. under Settings or Team), you're likely not a business admin. Ask your business administrator to add the person for you or to give you admin rights if you need to manage the team.
How to invite
Step-by-step
- Go to Settings or Team (or the area where your business manages members). The exact label may vary; look for "Team", "Members", or "Users".
- Choose Invite user or Add member.
- Enter the email address of the person you want to invite. Use the email they will use to sign in.
- Send the invitation. They will receive an email to join the business and set up or use their account. Once they accept, they appear in the team and can access the CRM according to the modules enabled for the business.
Tip
Invite people with the email address they'll use for Piraja. If they don't receive the invite, ask them to check spam or contact support at support@piraja.io.
After they join
What new members see
New members will see the same business data (contacts, pipeline, organizations, etc.) according to the modules enabled for the business. They can customize which modules appear in their sidebar so the ones they use most are easy to reach. For full details on roles and access (e.g. who can edit what), check your application settings or contact support.
Best practices
- Invite early – Get your core team into the CRM as soon as you start using it so everyone works from the same data from day one.
- Use real email addresses – Invitations go to the email you enter; the invitee will use that address to sign in.
Frequently asked questions
I invited someone but they don't see a module
Module access is controlled at the business level (business admin enables modules) and at the user level (users can show or hide modules in their sidebar). If a module is enabled for the business, the user may need to turn it on in their sidebar to see it in the menu.
Can I remove or deactivate a user?
That depends on your application settings. Business administrators can typically manage members (invite, remove, or change roles). Check Settings or Team, or contact support at support@piraja.io.
Who can I contact for help?
Contact support at support@piraja.io.
Conclusion
Invite your team from business settings so everyone can work in the same CRM. Only business administrators can invite; new members get access to the same data and modules. For more, see Setting Up Your Account and Understanding the Module System.