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Users are the people with access to your Custral workspace, your internal team and external collaborators. Getting started means inviting them, adding them to Teams, and setting their access.

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Inviting users

1

Open Users

Go to Settings → Team → Users.
2

Invite a user

Open the invite dialog and enter their display name and the email they’ll sign in with.
3

Add them to a Team (optional)

Put them in a Team so they inherit its access automatically.
4

Set an initial access level

Pick Read, Edit, Admin, or Owner. Whatever they need on day one.
Once invited, the user receives an email with a secure link to join your organization.

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Organize with Teams

A Team is a named collection of users that access is granted to as a unit, so you grant “All Success Managers” access to a pipeline once, rather than per person. Add a user to the right Teams and they inherit that access automatically; when grants overlap, the highest level wins.

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Managing access

Access is controlled by the Access Control List (ACL) on each Entity (an Object, Record, View, and so on) granted directly to a user or through a Team. You can adjust a user’s access at any time. For the full breakdown, see Access levels.

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Best practices

  • Invite only what you need: start with your core team, expand access as workflows grow.
  • Use Teams for structure: add new users to a Team to grant the right access automatically.
  • Review access regularly: audit user lists and ACLs periodically to keep the workspace secure.
  • Keep ownership clear: ensure each Object or Section has a clear Owner to prevent orphaned data.

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Next steps