How to Invite Team Members and Set Permissions

Booth-builder teams have specialists — sales, design, accounting, project management — and giving each one access to only what they need keeps your data clean and your audit trail tight. Exphora ships six built-in roles plus per-module overrides.

The six built-in roles

• Owner — full access, billing, ability to add/remove members.
• Manager — full access except billing and member removal.
• Sales Rep — CRM, proposals, contracts, invoices; no team or billing settings.
• Designer — Booth Designer, share links, export; read-only on CRM.
• Accountant — invoices, payments, reports; read-only on CRM and Designer.
• Viewer — read-only across all modules. Useful for external stakeholders.

Inviting a teammate

1. 1

   Open Settings → Team

   From the sidebar settings menu, click Team. The team list shows current members and pending invites.

2. 2

   Click Invite Member

   Enter the teammate's email and pick a base role. Optionally fine-tune any per-module permission before sending.

3. 3

   Send the invitation

   Hit Send. Your teammate receives a branded invite email with a one-click setup link. The invite expires in 7 days.

4. 4

   Review the audit log

   Settings → Audit Log records every member action — logins, exports, contract sends, invoice creations — searchable by user and date.