Team Management

Team features are available on Professional ($199/mo, up to 2 seats) and Scale ($499/mo, up to 5 seats) plans. Team management is found in Account Settings → Team.

Plan	Team Seats
Free	—
Starter	—
Professional	2 seats (owner + 1 member)
Scale	5 seats (owner + 4 members)

Grandfathered plans: Customers on legacy Growth or Enterprise plans retain their original seat limits.

Inviting Team Members

Go to Account Settings → Team.
Click Invite Member.
Enter the team member's email address.
Configure their permissions (see below).
Click Send Invite.

The invitee receives an email with a link to accept the invitation and create their account (or log in if they already have one).

Team Permissions

Each team member has 8 granular permission toggles. Toggle each ON or OFF independently:

Permission Key	What It Controls
`share_lists`	Can view and manage shared lists
`share_integrations`	Can view and use connected integrations
`share_exports`	Can export data
`share_campaign_activity`	Can view campaign activity in Email Center
`share_decision_makers`	Can view and unlock decision makers
`share_automations`	Can view and manage Evergreen Flows
`share_filters`	Can view and use saved filter configurations
`share_crm`	Can view and edit CRM data (status, ratings, notes)

Notes:

Changes take effect immediately.
The account owner always has full access regardless of permission settings.
Credits are shared from the team owner's credit pool.

Managing Team Members

Viewing members: The Team page lists all current members with their email, join date, and permission summary.

Editing permissions: Click the edit icon next to a team member to modify their permissions at any time.

Removing a member: Click the remove icon to revoke their access. Their account is not deleted - they simply lose access to your team's data.

Based on their permissions, team members share access to:

Data	Permission Required
Store database and filters	Always (base access)
Saved filter configurations	`share_filters`
Lists	`share_lists`
Integrations	`share_integrations`
Automations (Evergreen Flows)	`share_automations`
CRM data (status, ratings, notes)	`share_crm`
Decision maker profiles	`share_decision_makers`
Export capability	`share_exports`
Campaign activity	`share_campaign_activity`

All team members draw from the team owner's credit pool. There is no per-member credit allocation - credits are shared across the team.

Monitor credit usage on the Billing page to ensure the team has sufficient credits for their work.

Inviting Team Members

Team Permissions

Managing Team Members

What Team Members Share

Credit Sharing

Subscription Required