Your team and Admin

Invite your team, choose what each person can use, and set up your business details, branding, fields and lead forms.

Invite your team

In Admin › Users, choose Invite, enter the person’s email, and pick their role:

Admin: can use everything, including Admin.
Member: can use only what you tick, such as clients, leads, sales, finance, payments or bank details.

They receive an email with a link to join (valid for 7 days). You can change a person’s access or remove them at any time. Each person has their own private chats, profile and credits; business records are shared.

Business setup

Business information: your company name, address and contact details for your documents.
Payment details: the bank details shown on invoices.
Branding: your logo.

Objects and fields

Make nancit fit your business. In Admin › Objects & fields you can hide fields you don’t use, add your own fields (text, numbers, money, dates, choices and more), and create new types of records, such as Jobs, Properties or Vehicles, each with its own list and pages.

Lead forms for your website

In Admin › Marketing, create a form that visitors fill in on your website. Each submission becomes a lead in nancit, and you can get an email for every new lead. Share it as a link, a one-line script, or plain HTML your web designer can style.

Ask nancit

Admins can ask nancit to do most of this too: “invite [email protected] as a member with access to clients and sales”, or “add a Region field to clients”. As always, you confirm each change on a card.

More help: all help topics · [email protected]