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Team & agencies

Team roles and client workspaces

Invite teammates, give clients view-only access, and keep each client's accounts and data in its own workspace.

Updated 1 min read

Roles

What each role can do
RoleWhat they can do
OwnerEverything, including the plan and payment details. One per organization.
AdminEverything in the workspace except billing: team, integrations, API keys, branding, LinkedIn accounts and mailboxes.
MemberRun campaigns, leads and the inbox.
ViewerSee campaigns, reports and the inbox, without changing anything. Made for clients.

Invite people in Settings → Team. They get an email with a link that works for 7 days. Teammates don't cost extra: you pay for LinkedIn accounts, not people.

Client workspaces

A workspace keeps one client's LinkedIn accounts, mailboxes, leads, campaigns, inbox and reports separate. Create them in Clients → New client workspace; the organization's owner sees every workspace there. Pro includes up to 3 workspaces; Agency includes unlimited workspaces.

Billing is per organization: seats, mailboxes and monthly AI and email-finder amounts are shared across all its workspaces, on one invoice.

Team leaderboard

Settings → Leaderboard shows each person's invites, messages, emails and replies over the period you pick, with a CSV export.

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