Help Center / Account & Billing / Inviting and managing team members

Inviting and managing team members

Add teammates, understand roles, and what happens at your plan's seat limit.

Everyone you invite shares the same uploads, leads, and dashboard — there's no per-seat data isolation, so invite people you actually work with. Go to Settings → Team members and use + Add team member with their name and email; they get an email to set their own password and join.

Roles

There are two roles: owner and member. Only owners can invite or remove people, change roles, manage billing, and delete the account. Any owner can promote a member to owner or transfer ownership entirely. Members can do everything else — upload, review, manage lists and integrations.

Seat limits

Basic — up to 3 team members total (including you).
Medium — up to 5.
High — unlimited.

The Team members page shows how many seats you're using out of your plan's limit, and the invite form disables itself with an explanation once you're at the cap. Remove someone or upgrade your plan in Billing to invite another. A pending invite (sent but not yet accepted) still counts as a seat until it's accepted or the person is removed.

To remove someone, use Remove next to their name — this doesn't delete anything they've done, only their access. Resend an invite that hasn't been accepted yet from the same row.