Give Your Organization a Clear Operating Structure
Manage users, customize settings, and coordinate organization-wide workflows from a unified management dashboard.
User Invite & Role Allocation
Add new team members in seconds.
- Guided Invitation: Send signup invitations by email, resend or cancel them, and track seat usage.
- Multiple Organizations: Users can belong to several organizations and switch between them.
- Business Settings Control: Manage your organization profile, logo, categories, statuses, and event types.
Bringing People Into the Workspace
How users join a system determines how quickly access reflects reality when someone starts or leaves. Administrators manage that directly rather than through support requests.
- Invite users with full name, email, phone number and role.
- The invited person receives a unique invitation link.
- Existing users can be added to the organization.
- New users complete account creation through the invitation flow.
- Review active members, manage roles and deactivate users.
Roles Built Around Your Structure
Assigning permissions person by person becomes unmaintainable within a year, and nobody can then answer who can see what. Defining a small set of roles keeps the model reviewable.
- Roles such as Sales Representative, Manager or Viewer.
- Organization-specific roles where those do not fit.
- Module-level permissions configured per role.
- Exceptions treated as a signal to revisit the role, not to grant bespoke rights.
Organization Settings in One Place
The configuration that governs how everyone works should not be scattered across the screens where it happens to apply. Relecca keeps organization-level settings together.
- Organization profile, logo, branding and business contact information.
- Categories, statuses and event types.
- Customer settings and sales settings.
- Task workflow settings, custom fields and email integrations.
Ready to configure Team & Organization Management?
Get started in minutes. Import your Excel spreadsheets or invite your team.
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Below is what actions you can execute as a Representative in the platform:
Representative: The 'Edit' and 'Delete' buttons on your sales deal cards will be hidden in the UI.