Prerequisites
- You must be an Owner or Admin to manage users
- Available seats in your organization
Inviting Team Members
To invite a new team member:- Navigate to Settings > Organization > Members
- Click Invite Member
- Enter the invitee’s email address
- Select a role: Admin or User (Owners cannot be invited—ownership must be transferred)
- Click Send Invite
Invitations expire after 7 days by default. You can resend or revoke invitations from the pending invites list.
Invitation Statuses
| Status | Description |
|---|---|
| Pending | Invite sent, awaiting acceptance |
| Accepted | User has joined the organization |
| Expired | Invite link has expired (7 days) |
| Revoked | Invite was manually cancelled |
Managing Team Members
Viewing Members
The Members page displays all organization members with:- Name and email
- Role (Owner, Admin, User)
- Join date
- Status
Changing Roles
Only Owners can change member roles:- Find the member in the list
- Click the role dropdown
- Select the new role
You cannot demote yourself. An organization must always have at least one Owner.
Role Capabilities
| Action | Owner | Admin | User |
|---|---|---|---|
| View organization data | Yes | Yes | Yes |
| Manage contacts & customers | Yes | Yes | Read-only |
| Send messages | Yes | Yes | No |
| Invite members | Yes | Yes | No |
| Remove members | Yes | No | No |
| Change member roles | Yes | No | No |
| Manage API keys | Yes | No | No |
| Billing & subscription | Yes | No | No |
| Delete organization | Yes | No | No |
Removing Members
Only Owners can remove members from the organization. To remove a member:- Navigate to Settings > Organization > Members
- Find the member to remove
- Click the Remove button (trash icon)
- Confirm the removal
Removing a member revokes their access immediately. Their data and activity history remain in the organization for audit purposes.
What Happens When a Member is Removed
- Immediate loss of organization access
- Active sessions are terminated
- Personal API keys are revoked
- Email connections remain active (organization-owned)
- Assigned tasks may need reassignment
Seat Management
Your organization has a maximum number of seats based on your subscription plan.Checking Seat Usage
View your current seat allocation in Settings > Organization > Members:- Used seats: Active members
- Available seats: Remaining capacity
- Pending invites: Reserved but not yet accepted
Seat Limits
| Scenario | Behavior |
|---|---|
| At seat limit | Cannot send new invites |
| Invite accepted at limit | Invite fails, user notified |
| Member removed | Seat freed immediately |
| Pending invite | Reserves a seat until expiry/revocation |
To add more seats, upgrade your subscription plan in Settings > Billing.
Transferring Ownership
Organization ownership can be transferred to another Admin:- Navigate to Settings > Organization > Members
- Find the Admin to promote
- Click Transfer Ownership
- Confirm the transfer
- The new Owner has full control
- You become an Admin
- This action cannot be undone without the new Owner’s consent