1. Team

Invite members and choose roles

Administrators open Workspace settings → Members & seats.

Invite someone

1. Enter their email address.
2. Choose a role (default: Sales rep).
3. Click Send invitation.

Invitations expire after 7 days. On the invitation row you can Copy link, Resend invitation or Revoke. Copying a new link makes earlier links stop working.

Every active member and every pending invitation uses a seat. If all seats are in use, add seats under Billing (team plans only).

Roles

Role

Can do

Sales rep

Use the Contact finder and send email to their own prospects

Sales manager

Everything a rep can, plus see and manage every prospect, see Team activity, Team metrics and the Audit log, and manage the do-not-contact list

Administrator

Everything a manager can, plus manage members, integrations and sending rules

Owner

One administrator, shown with a crown. Only the owner manages billing

Change or remove a member

Click Edit on a member to change their role, job title or status. Setting a member to Suspended frees their seat.

Remove membership takes someone out of the workspace. Their prospects and history stay.

Administrators can also set daily limits per member and per service. Leave it blank for no limit, or set 0 to block a service. Limits reset at midnight UTC.

Transfer ownership

Only the owner sees Transfer ownership in Workspace settings → General. The new owner takes over billing. You stay an administrator.

Updated on: 04/10/2026