Team Management

Invite teammates and manage roles.

|

Manage your team from Settings → Team. Your team shares a single credit pool and a contacts database, while each member's searches and messages stay their own.

Company Settings

  • Company name — displayed across the platform
  • Company website — used for context in AI-generated messages
  • Company logo — upload a logo (PNG, JPEG, WebP, or GIF, max 5MB)

Roles

RolePermissions
OwnerFull access, manages billing, can invite and remove members
MemberFull access to features, cannot manage billing or team settings

Each company has one Owner, who is the billing contact for the Stripe subscription.

Inviting Members

1. Go to Settings → Team

2. Click Invite Members

3. Enter the email address of the person you want to invite

4. They'll receive an email invitation to join your company

Managing Invitations

  • Resend — send the invitation email again
  • Revoke — cancel a pending invitation

Shared Credits

All team members share the company's credit pool. When any member performs a credit-consuming action (search, draft, etc.), it deducts from the shared allowance. The Owner can upgrade the plan to increase the credit pool.

Switching Companies

If you belong to multiple companies, switch between them from the Company section in Settings → Team. You can also create a new company from the same place.

Was this page helpful?