Grant and revoke CRM access safely
Invite a person as a CRM administrator through their own account and revoke access when it is no longer needed.
Invite an administrator
- 2Enter the person's personal email address and select Invite administrator. Club access is currently either administrator or no administrator.
- 3The invitation remains visible under Invitations until it is accepted. Withdraw an incorrect or no longer needed invitation before acceptance.
- 4Every authorised person uses their own account. Do not share accounts or passwords.
Review and revoke access
- 5Review the access list regularly. The club owner's access is protected.
- 7After revocation, the person can no longer manage the CRM. Their personal account is not deleted.
How to tell that it worked
- The correct account appears once with the intended role in the access list.
- The person can use only the areas required for their responsibility.
- Granting or removal is recorded without private club or personal data in the audit history.
If it does not work
- The account cannot be selected.
- Check the email address. If no personal account exists yet, use the controlled invitation instead of a shared login.
- The person sees too little or too much.
- Compare their actual responsibility with the assigned role and adjust it to the least permission required.
- Access is no longer required.
- Remove the role through the intended access process. Do not delete or share the person's personal account.