How to Invite and Manage Team Members
If you are subscribed to the Team Plan, you can easily invite new members and manage their access, roles, and resource limits within your account.
Accessing the Team Management Section
On the left-hand menu, click the Teams icon.
This will open the Team Management section, where you can view, add, or edit team members.
Inviting New Members
If you are the account owner, you can invite or create new users.
Click the Invite or Create New Users button in the top-right corner.
A new window will appear where you can enter the user’s details.
Fill in the email address and choose the user’s role.
Assigning Roles
Admin: Can manage and edit other users, including their access and settings.
User: Can work on assigned projects but cannot edit or manage team members.
Project Access
In the Projects field, you can specify which projects the user should have access to.
This is especially useful when managing clients — you can ensure each user only sees projects relevant to them.
Users can work within assigned projects but cannot copy or delete them.
Setting Resource Limits
You can define specific limits for each member, including:
Number of email accounts they can connect
Number of LinkedIn accounts they can connect
Number of robots they can create
Amount of monthly credits they can use
All resources are shared within your Team Plan.
For example, if your plan includes 50 robots, that number must be divided among all users — the total usage cannot exceed 50. The same applies to email accounts, LinkedIn accounts, and monthly credits.
Editing Member Settings
Once members are added, you can edit their settings at any time.
You can:
Adjust project access
Redistribute resources
Manage user-specific blacklists
This flexibility allows you to maintain full control over team access and resource allocation within your plan.