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

1. Go to Organization Settings or Team in the sidebar
2. Click Invite Member
3. Enter the invitee’s email address
4. Select a role (see below)
5. 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:

Role	Typical Permissions
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.