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Overview

Administrators manage workspace membership in Settings → Users. Use this page to invite teammates, change their role, and remove access when someone leaves. Search by name or email, or filter by permissions to find a member.

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Choose a role

Choose the level of access each teammate needs: A role determines which controls a user can access. Record sharing, engagement policies, and the permissions of a connected CRM account also affect what they can do.

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Invite teammates

1

Enter email addresses

Click Invite and enter your teammates’ work email addresses. Separate multiple addresses with a comma or press Enter after each one.
2

Choose permissions

Select Admin or Non-Admin. Everyone in this invitation receives the selected role. Invite teammates separately when they need different roles.
3

Review and send

Review the addresses, permissions, and any seat charges shown before submitting the invitation. Additional seats depend on your plan.Invited teammates appear as Pending Invitation until they complete onboarding. Their name then appears in the users table.
If someone has requested access to your workspace, open Requests. Review their email address, choose a role, and approve or reject the request. Review any seat charges before confirming approval.

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Update a member

Use the member’s Permissions selector to change their role. Changes save when you select the new role. Another administrator must change your own role. Click a member’s name to open their profile. Administrators can edit profile details and values for custom user fields. The user mapping controls associate a teammate with their CRM identity for engagement policies.

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Remove access

Before removing someone, review the work they own. Reassign sequence enrollments, tasks, and accounts as needed, and review their mailboxes and personal CRM connections. Plan this handoff before ending their access. In the users table, click the remove icon beside the member, check the name and email, and confirm Remove user. You cannot remove your own account. The workspace must retain an administrator. Removing a user revokes their workspace access. It also removes their scheduled chats and personal context. Review any billing terms shown in the confirmation before proceeding.
An administrator can invite the same email address again to reactivate their workspace membership. Review their role and workflow assignments when they return.
Check your role and the seat information shown in the invitation dialog. A plan limit or a required seat purchase can prevent the invitation. Review credits and usage with your workspace administrator.