Articles on: Team Management

How to Invite Team Members

How to Invite Team Members


Add new users to your Prospeo team and set their permissions.


Before you begin: Ensure you have enough seats on your plan. To add more seats, see How to Add Seats to Your Plan.

Steps

  1. Click your profile icon (top right), then select Team Management.


  1. Enter the team member’s email address into the text field.


  1. Set their permissions.
  • CRM management – Grant or restrict access to CRM integration features. Manage who can view, edit, or delete customer relationship data.
  • Billing management – Control who can access billing information and transactions. This includes permissions to view, modify, and manage invoices and payment methods.
  • Team member management – Control who can access billing information and transactions. This includes permissions to view, modify, and manage invoices and payment methods.
  1. Click Add member.
  2. Ask the team member to check their email and accept the invite.
  3. Once they accept, they appear under Team members. You can update their permissions here at any time.

Admin Actions

Next to each team member, you have a set of admin actions:


Leave the team – Removes yourself from the team. If you are the team admin, you must assign all permissions to another member before leaving.

Remove – Removes a team member and frees up their seat on your plan.

Cancel invite – Cancels a pending invitation. The invited user will no longer be able to join the team.


FAQs

What happens if I don’t have enough seats?

You must purchase additional seats before inviting new members. See How to Add Seats to Your Plan.


Can I change a team member’s permissions after they join?

Yes. Go to Team Management, find the member under Team members, and update their permissions.


My team member says they didn't get the verification email?

Ask them to check their spam or junk folder. If it's not there, go to Team Management, cancel the invite, and resend it (double check for any spelling errors). If the issue persists, contact Prospeo support.


Can I change the team admin?

The admin cannot be changed on an existing account. You can either create a new subscription under the new admin’s email, or assign all permissions to team members to give them the same capabilities.


How do credits work for team members?

Each seat receives its own plan credit allocation. Add-on credits are shared across the entire team. For example, if you have a monthly Growth plan with 3 seats and a 20K credit add-on, each user (seat) will get 5K credits each, and the 20K credit add-on can be used by everyone on the team.


Updated on: 28/02/2026