Inviting your team and approving members
Updated 23 Oct 2026
There are two ways to bring colleagues into Celeritic: invite them by email, or approve the request they send when they sign up with their company email.
Only owners and admins can invite people and approve requests. Everyone can see the member list.
Invite someone
1. Open Settings, then Member management under Organisation.
2. On Organisation members, choose Invite member.
3. Enter their Email address. It must be at your company's email domain.
4. Under Access, choose which partners and features they can see.
5. Choose Send invitation.
They get an email with a link to sign up. The first time they sign in with that address, they join as a member with the access you chose, without waiting for approval. You can make them an admin afterwards.
Invites that nobody has used yet are listed under Pending invites, with who sent each one and when it expires. Choose Resend to send it again, or Revoke to cancel it.
Approve a join request
When someone signs up with your company email without an invite, they wait on an approval screen and every owner and admin gets a notification: New team member awaiting approval.
1. Open Settings, then Member management. Requests are listed under Pending approvals at the top.
2. Choose Approve to let them in. A dialog asks what they can access. Everything is ticked to start with, so untick anything they should not see, then confirm with Approve.
3. Choose Reject if you do not recognise the person.
They get an email once you approve them.
Roles
| Role | What they can do |
|---|---|
| Owner | Everything an admin can, plus make other people owners. The first person from your company to be approved becomes an owner. |
| Admin | Invite and approve people, change members' access, manage partners and the CRM connection, and change organisation settings. |
| Member | Use Celeritic within the partners and features an owner or admin gave them. They cannot change partners, connections or other people. |
To change a role, find the person on Organisation members and choose Make admin or Remove admin. Owners also see Make owner on an admin's row, and can change another owner back to an admin. To take someone out of the organisation, choose Remove and confirm.
Good to know
• An admin has to be changed to a member before they can be removed.
• Your organisation always keeps at least one owner. Make someone else an owner before changing or removing the only one.
• Members can ask for more access inside Celeritic. Owners and admins see those requests under Access requests on the same page. Nothing changes until you approve the request.
• For more on roles and removing people, see Managing your team.
Related articles
- Getting started
This article explains the sidebar and the first things to do after you sign in. Until you do them, Celeritic has...
- Choosing the partners you work with
Your organisation's partner list tells Celeritic which partner programs you belong to. Much of Celeritic is built...
- Connecting a partner program
Connecting a partner program lets Celeritic read from that partner directly, so tier status, revenue figures and deal...
- Connecting your CRM
Connecting your CRM brings your existing opportunities into Co-sell, so you can track partner involvement and...
Was this helpful? Sign in to rate this article