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.

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.