Empowering regular users to create and manage team members in EspoCRM can significantly enhance collaboration and streamline workflows. Here’s a step-by-step guide to enable this functionality:

Step 1: Configure Role Permissions

Navigate to Administration > Roles. Select the role you want to modify or create a new one. Under the User section, ensure the following permissions are enabled:

• Create
• Read
• Edit

Make sure that user which will manage teams will have read access to all Teams. He’ll not be able to create new Teams, because that’s reserved for admins.

Step 2: Assign Teams to Users

Go to Administration > Users and select the user you wish to grant team management access to. In the Teams section, assign the appropriate teams they should manage.

Step 3: Verify Access

Log in as the user and check if they can now create, edit, and manage team members.

By following these steps, you can delegate team management tasks to regular users, improving efficiency and reducing administrative overhead.

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