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Wunderkint markCRM | Documentation

Team FAQ

What can a newly created custom role do?
Nothing — custom roles start with zero permissions. Grant each module and action explicitly, then verify by impersonating the view (check visible nav and actions).
What is required to invite someone?
Email, name, and phone (phone is required, including CSV bulk). Choose the shared role first — every invitee lands in it.
What happens when I deactivate vs delete?
Deactivation disables access while preserving history. Deleting a role or department forces reassignment of its users, children, or members first.
Who can see the Roles tab?
System Managers only. Other managers work within People, Invitations, Departments, and Onboarding according to team read/manage.
Where do email templates live?
Team → Email manages accounts and signatures; message templates themselves live under settings.