Team Management
Team Management lets you invite team members, assign roles and permissions, and stay within your plan's member limits. Collaborate on visitor identification and outreach while controlling who has access to what.
Inviting Team Members
Go to Organization Settings or Team in the sidebar
Click Invite Member
Enter the invitee's email address
Select a role (see below)
Send the invitation
The invitee receives an email with a link to join. They must accept the invitation to gain access.
Roles and Permissions
Roles determine what each team member can do:
Owner
Full access: billing, organization settings, member management, all data
Admin
Manage organization settings and members; full data access
Member
View and use visitors, companies, lists, analytics; limited or no settings access
Viewer
Read-only access to visitors and reports; no exports or integrations
Exact permissions vary by plan. Check your plan details for role definitions.
Team Member Limits
Each plan includes a limit on the number of team members:
Free plans typically allow 1 user
Paid plans include more seats (e.g., 3, 5, 10, or unlimited depending on tier)
If you reach the limit, you must upgrade your plan or remove a member before inviting someone new.
Managing Members
Change role — Update a member's role from the team list
Remove member — Revoke access; they lose access immediately
Resend invitation — If an invite wasn't accepted, resend it from the team list
User Profile
Each user has a personal profile (accessed via the user menu) for:
Name and email
Password and authentication settings
Notification preferences
Profile settings are personal and do not affect other team members.
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