Team Management
Invite teammates and manage roles.
|
Manage your team from Settings → Team. Your team shares a single credit pool and can collaborate on leads, sequences, and messages.
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
| Role | Permissions |
|---|---|
| Owner | Full access, manages billing, can invite and remove members |
| Member | Full 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, use the company switcher in Settings → Team to switch between them.
Was this page helpful?