Team Management·Updated Feb 6, 2026
Managing Members
Add, remove, and manage team member access and settings.
Inviting Members
- Add new members to your team:
- 1. Go to Team > Members
- 2. Click 'Invite Member'
- 3. Enter their name and email address
- 4. Choose their permission level and sales role (Administrator, Member, Viewer, AE, SDR, BDR, Account Manager, CSM, Sales Manager, RevOps)
- 5. Choose their plan tier (Pro or Max) — this sets their seat cost and monthly credits
- 6. Send the invitation; they'll receive an email with a link to join
Adding Several Members
Members are invited one at a time, each with their own name, permission level, sales role, and plan tier.
To grow a team, repeat the invite step for each person. Use the search and role filter on the Members list to keep track as the team grows.
Managing Existing Members
Actions available for team members:
Change Role - Promote or demote member access
Remove - Remove from team entirely
Resend Invite - For pending invitations
View Analytics - See their individual performance
Pending Invitations
Track outstanding invites:
- See who hasn't accepted yet
- Resend invitations as needed
- Cancel invites that are no longer valid
Seat Management
Understanding seats:
Each active member uses one seat (Viewers are not billed as seats)
Pending invitations don't use seats
Removing members frees up seats
Manage seats under Team > Billing
Enterprise teams have seat pools