How to add or remove team members
Team seats let your whole marketing team work in one shared workspace with shared lists and campaigns. Here is how to add people, set what they can do and remove them when someone leaves.
Invite a teammate
- Open Settings > Team.
- Click Invite member.
- Enter their work email and pick a role.
- They get an email invite. Once they accept they share your workspace, lists and campaigns.
The two roles
An Admin can manage billing, invite or remove members and edit any list or campaign. A Member can search, build lists, run outreach and view campaigns but cannot touch billing or remove people. Most of your team should be Members. Keep Admins to the one or two people who own the account.
Remove someone
Go to Settings > Team, find the person and click Remove. Their access ends at once. Anything they created stays in the workspace, so removing a teammate never deletes their lists or campaigns.
Frequently asked questions
Seat count depends on your plan. You can see your current seat usage at the top of Settings > Team. Upgrade if you need more.
It stays in the workspace. Lists, campaigns and outreach history are tied to the workspace, not the individual.
Related pages
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