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Everything about adding people to your workspace and controlling what they can change.

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Inviting teammates

1

Open Team settings

Go to Settings → Team. You’ll see a list of active members and pending invitations.
2

Enter emails

Paste one or more email addresses (comma- or newline-separated) and pick a role for each. Invitations are sent immediately.
3

Invitation expiry

Invites expire after 14 days. Expired invites can be resent in a single click without creating a new one.

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Roles

Owner

Full control over the workspace, including billing, deletion, and connecting or configuring integrations such as HubSpot and Notion. Every workspace has exactly one owner at a time.

Admin

Can invite members and change workspace settings. Cannot change billing, transfer ownership, or connect and configure integrations (owner-only).

Member

Read and interact with insights. Cannot change integrations, settings, or billing.

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Managing invitations

  • Resend — Click resend on any pending invite to deliver a fresh copy of the email.
  • Revoke — Delete a pending invite to invalidate the link. The invitee can no longer join with it.
  • Remove members — Admins and owners can remove active members. Removed members immediately lose access.

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Transferring ownership

Transfer before removing the current owner — Ownership can be transferred to any existing admin. The previous owner is demoted to admin. Transfer happens immediately and cannot be undone without a reverse transfer.
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