Help › Team accounts

Team accounts

Invite colleagues to share a single workspace. Roles control who can invite, who can bill, and who can edit campaigns.

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Seat limits

Pending invites count against the seat limit until they expire (14 days) or are revoked.

Roles

Inviting

Open the Team tab in the dashboard, click "+ Invite teammate", enter the email + role. They get an email with a one-time accept link. If Resend isn't configured yet you'll see the link in a copy-able dialog to send manually.

Removing

The owner can remove anyone from the Team tab. A member can also leave the workspace themselves - that drops them back to solo with their own free workspace.

What happens to a removed member's leads? Leads and campaigns stay with the workspace. Removed members lose access immediately but no data is deleted.