Account & Team

How rights and roles work in Cornerspot: the seeded Admin, Manager, and Rep roles, building custom roles from the rights catalog, what makes a role administrative, and the guardrails that protect your team.

Invite a teammate to Cornerspot in just a few clicks — open the Team Members page, click Invite teammate, enter their name, email, and role, and send the invitation.

Change a teammate’s role in Cornerspot in a few clicks — open Team Members, click the teammate, pick a new role (Rep, Manager, or Admin), and save. Plus the guardrails that lock the role field.

Find any teammate fast on the Team Members page — search by name or email, filter by status and role, manage filter chips, sort the columns, and read the at-a-glance row cues.

Permanently remove a teammate in Cornerspot — open the Team Members page, open their detail panel, click Revoke access, and confirm. They keep their account but lose access here, and you can re-invite them later.

Manage a pending teammate invitation in Cornerspot — open the teammate’s detail panel, then Resend invitation to email it again, or Void invitation to stop the existing link from working.

Pause and restore a teammate’s access in Cornerspot — open the teammate on the Team Members page, then use Suspend and Reactivate under Manage access. Suspension is fully reversible.

Hand your Cornerspot team to another admin: open their detail panel, click Transfer ownership under Manage access, and confirm — you stay a regular admin.

Use the AI Usage and Settings page to see where your team's monthly AI credits go, safely turn AI off for your whole team with a confirm-first kill switch, and connect MCP servers so the AI can use external read-only tools.

Import accounts, contacts, deals, and more in bulk from one CSV — open Bulk Import, start a new import, upload your file, review what will be created or updated, then commit.

Review past and in-progress imports from the Imports page — read the status badges, row counts, and requester, filter the history, open an import for its full outcome, and cancel or remove imports.

When a bulk import won’t go through, Cornerspot tells you exactly what to fix. Learn to read file-level and row-level import errors, retry with a corrected CSV, and handle partial imports.

Manage your personal account details from Your profile — edit your global name and email in the Identity section, save your changes, and review the teams you belong to under My teams.

Permanently remove a record from Cornerspot before its 30-day Trash window ends: open Trash, find the deletion event, and use Delete permanently — an admin-only action that can’t be undone.

Recover a deleted record in Cornerspot — open the Trash in your account settings, find the deletion event, and click Restore all to bring the record and its full cascade back.