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NNextPilot CRM

Workspace

Team

Workspace

Team

Team & access

Roles That Fit Your Team

Decide who runs the workspace, who handles day-to-day operations, and who works the front line — with permissions enforced everywhere.

How to use this page
  • Home snapshotMembers, invites, roles, and 7-day changes
  • Least privilegeInvite with the lowest role that works
  • Audit trailReview activity after every access change

Quick rules

  • Only owners can grant or remove the owner role.
  • The last owner cannot be demoted or removed.
  • Invites add new users or existing accounts to this workspace.
  • Custom roles stay scoped to this workspace.

Team hub

NextPilot Team

0 members · 0 roles

Assignment

Home

Team home

Members, invites, roles, and permissions — live from Supabase

0 members0 pending0 roles0 changes · 7d

Snapshot

Access at a glance

Tap a KPI to jump into that section

Role mix

Who has which seat

No members loaded yet.

Quick actions

Jump without hunting the sidebar

AssignmentStages, reps, SLA

Pro tip

Give people the lowest role that lets them do their job. Clone a role when you need a small variation — don't hand out owner for convenience.

One inbox for the whole team
Shared Inbox01/10

One inbox for the whole team

Reply, assign, leave internal notes, and collaborate on every WhatsApp thread in one place.

Open inbox
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