Adding a team member allows additional users from the same organization to access Spear, collaborate on campaigns, and share outreach profiles. This is done from the Dashboard under General Settings.
How to invite a team member
In the Dashboard, open General Settings. You can find it by clicking the gear icon at the bottom-left of the sidebar.
Select Teams to view all users currently associated with the organization.
Click Invite users.
Copy the signup link displayed on screen and share it with the team member. Signing up through this link automatically associates the new user with your organization's workspace.
Removing a team member
To remove a team member, go to the same Teams section, click the trash bin icon next to the user's name, and confirm removal.
User roles
New team members are assigned the User role by default. Admins can access all settings in the platform. Users have restricted access to organization-wide settings.
| Admin | User |
Campaigns, Prospects, Messages | Full access | Full access |
Profiles | Full access | Can connect and disconnect own profile |
Organization, Team, Integrations | Full access | No access |
Working within the same workspace ensures all team members collaborate using the same campaigns, profiles, and data — reducing duplicated efforts and keeping outreach aligned.