Adding team members and seats

Invite teammates under Team (only the Super Admin can send email invitations). Billing is per seat: on a paid plan, every user in the workspace is a paid seat. The Free plan includes 1 user, plus one co-admin you can invite during workspace setup; paid plans have no seat cap, one seat per user. When you add or remove a user, your subscription updates automatically. A removed member stops counting as a seat straight away, even when their past work stays linked to them: their name stays on the campaigns, deals and calls they made, they leave the Team page and every list you pick a teammate from, and they can never sign in again. Contacts and tasks assigned to them become unassigned, contacts shared with them are no longer shared with them, and companies they owned lose their owner. A Super Admin can give their contacts and companies to a teammate instead: Remove member opens a box that asks "Give their contacts and companies to", starting on the Super Admin doing it, with the other active teammates and "Leave unassigned" to choose from (a paused teammate is not offered). They move before the member is removed, keeping their stages and follow-up dates. Settings, Activity records the hand-over as soon as the work moves, and the "Removed member" line says how many went to whom; the teammate gets one notification for the lot once the member is removed. If the move or the removal cannot finish, the member is not removed and the box says what is already with the teammate: removing them again to the same teammate carries on and finishes it, with the totals for the whole hand-over. Removing a member is refused while a select-all assign to them, or one they started, is still running: remove them once it has finished. Their tasks still become unassigned and their shared contacts are still unshared. A member with Delete Users who is not a Super Admin removes with "Leave unassigned" only, because who owns a contact is the Super Admin's to change. The exception is tasks they created: if none of their past work keeps their name in the workspace, those tasks are deleted along with their account, even ones assigned to a teammate. Their email address stays on that history, so it cannot be invited again; invite them with a different email address. Each paid seat adds its plan credits to one team balance that everyone shares, and admins can give members monthly budgets and daily limits on the Credits tab (see "How credits work for teams"). To keep a member out for a while without removing them, pause their access from the Members tab (see "Pausing a team member's access"). Inviting someone from the Team page creates their account straight away, so they count as a seat and you can assign them contacts and tasks before they ever sign in; they get an email with a link to set their password, which works once and only for a limited time. Until their first sign-in, superadmins see them under Team in the Invitations tab, in a "Waiting to sign in" list, and the Members tab shows an "Invite sent" tag next to their role. From that list you can resend the invite email, which sends a fresh set-password link, or cancel the invite, which removes their account and leaves anything assigned to them unassigned; a cancel is refused if they have signed in since the page loaded. View As is not available for them until their first sign-in, because previewing their account would count as one. After their first sign-in, the tag and the list entry go the next time the page loads. The list goes by the sign-in their account records, and a company email scanner that opens links can make an invite look used; if someone leaves the list but says they cannot get in, they can use Forgot? on the sign-in page to get a new link by email. A co-admin you invite while setting up a workspace you own, or the Super Admin you name when you are not the owner, is different: they get an invitation rather than an account, so they wait under Pending Invitations in the same tab until they accept, and cannot be assigned work before then. Roles (superadmin, consultant, telemarketer) control what each member can see and do, and the fine-grained permissions behind each role are managed under Team in the Permissions tab, where the matrix is grouped into sections: Contacts, Workspace, Prospecting, Outreach, Calling, AI, Reports and Admin, and a switch that spends carries a Credits, AI credits or Calling credit tag. Two permissions worth calling out: "Automations" lets a role build, edit and run workflow automations on the canvas, including AI agent steps, connectors and scheduled triggers; because running automations can send email, edit contacts and spend AI credits, grant it deliberately. "Watchlists & Signals" lets a role subscribe to signal-catalog presets and create or run watchlists, whose scheduled runs may add companies and contacts and send notifications. Also note the permission formerly named "Workspace" is now "Workspace & Call Queue": it covers both the Workspace (lead stages and follow-ups) and the Call Queue page that works a contact list one call after another. "See all calls" lets a role see every call in the workspace with the activity overview, and play or download any recording, without placing calls itself; call costs stay hidden. Give it to a manager or client who follows the calling but does not dial. Workspace-wide customisation lives on the Settings page (Admin section of the sidebar, at /settings/workspace): restricting prospects to their assignee, allowing multiple assignees per contact (on unless an admin turns it off), the organisation timezone used to bucket report hours, the default tab a contact opens on, notification preferences that mute chosen alert types for the whole workspace, revenue forecast defaults, the Fireflies meeting-sync integration, and pointers to the other options you can tailor (signal groups on the Signals feed, conversion goals, and each member's light or dark theme). Everyone also has a personal section there with browser notification reminders and a product tour replay; the workspace section is admins only.

A workspace set up with a personal email address adds teammates once its business is verified, and one verified only by its paid plan invites them by email rather than adding them with a password (see "Verifying your business").