Team members work in your account with their own sign-in.
Roles
| Role | What they can do |
|---|---|
| Owner | Everything, including billing and deleting the workspace. |
| Admin | Everything except billing and ownership. Manages the team, white label, SMTP, email templates and integrations. |
| Member | Runs audits and manages clients, leads, widgets and the chatbot. Settings are read-only. |
Invite a team member
- Open Settings › Team.
- Click Invite member.
- Enter the Email addresses. Separate several with commas.
- Pick the Role: Admin or Member.
- Click Send invite.
The person gets an email with a link that is valid for 7 days. They sign in with an existing account for that email, or create one (Create your account).
Change a role or remove someone
On the Team tab, change the role in the member’s row, or click Remove. A removed member loses access at once. Their audits and notes stay.
Seats by plan
Seats include the owner.
The number of seats depends on your plan. See the pricing page and Plans and prices.
To add seats, click Add seats on the Team tab, or set Team members in Billing & plan. Extra seats are billed monthly; the price is on the pricing page. If all seats are used, the app says “Your plan includes N seats (including you).”
Common questions
How many seats does my plan include?
It depends on your plan, and the owner counts as one seat. See the pricing page for the seats in each plan.
How much is an extra seat?
Extra seats are billed per team member a month. The price is shown in Billing & plan and on the pricing page.
How long is an invite valid?
7 days. You can resend it, at most once every 10 minutes. Resending makes the old link stop working.
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Still need help?
Ask in the chat inside the app, or send us a message on the contact page. You can also browse all help topics.