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People who own deals should come from the CRM. Driven syncs CRM users about once an hour and lists new ones as Imported from CRM. You invite the ones who need to sign in.

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Enable a CRM user

1

Open Users

Go to Users & Teams and select the people whose status is Imported from CRM.
2

Invite them

Click Enable on one person, or open Bulk Actions and choose Invite Users or Enable N users.
3

Optionally add a plan

Enable user asks for a Compensation plan (optional). Pick a plan if they should start on one now. You can skip it and add them later.
4

Fill in what the plan needs

If the plan needs data, the next step asks for a Plan join date, User variables and Quotas. Each variable has an Effective from date and a value. Dates cannot be in the future. With several people, Copy from previous repeats the last person’s entries.
Enable user dialog with an optional compensation plan, Cancel and Enable
The invite email is valid for 7 days. Their status becomes Invited until they finish signing up, then Active. You can invite someone who is Imported from CRM, Deactivated or already Invited. Other statuses are refused with Only CRM imported, deactivated, or already invited users can be invited.

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Add someone who is not in the CRM

Create user opens Create non-CRM user. Enter an email and click Add user. The tip on the dialog is:
Tip: CRM users are automatically synced in Driven, select them and use “Bulk Actions” to invite them. Only use this to add non-CRM users.
Create non-CRM user dialog with an email field and Add user
Use this for finance partners, external managers, or anyone who will never own a CRM deal.
Name and email on a person who is linked to the CRM are read-only, and their page shows Linked to CRM. Change those details in the CRM. The next sync brings them across.
Last modified on October 27, 2026