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. On the far right of your Team Management dashboard, click + Add member.


  1. Type in the team member’s email address and select a role for the user.
Note: By default, our system has "Admin" and "Member" roles. Admins have full access, and members have basic access. You can also create custom roles for users. See How to Set Custom Roles for Team Members.
  1. Click Send Invite
  2. Ask the team member to check their email and accept the invite within 7 days.
  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 on the Team Management dashboard, you have a set of admin actions:


Role – Set a role for each member. Each role has different permissions and access to the platform. See System Role Types Explained for more information.

Credit limit – Set the maximum allowance of credits you would assign to the team member.

View analytics – See the exact breakdown of credit usage history for your team members.

Force logout – Immediately sign out the team member from all sessions.

Remove (trash can icon) – Remove the team member from your workspace and free up a seat that you can re-assign to another member.

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


FAQs

What happens if I don’t have enough seats to invite my team members?

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 user, and click under Role to set their permissions. You may also want to consider creating a custom role with different permissions for your team members, see How to Set Custom Roles for Team Members.


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 > Invites/Requests, click Cancel invitation, and follow the steps above to re-invite the member (double check for any spelling errors in the email). If the issue persists, contact Prospeo support.


Can I change the team admin?

Yes, you can. Invite the new admin to your workspace (follow the steps above and set their role to Admin). Once they accept the invite, they will now share the exact same admin privileges as the original team admin. Then, if you no longer need the original admin account on the team, the original admin can click Leave to exit the workspace. The remaining admin will now have full control of the team, billing, and all workspace permissions.


How do credits work for team members?

Each seat contributes its plan credits to a shared team credit pool. Credits are not reserved per user — any team member can use any amount from the pool. Add-on credits are also shared. For example, a Growth monthly plan with 3 seats + a 20,000 credit add-on = 15,000 plan credits (5K × 3) + 20,000 add-on credits = 35,000 total credits accessible by any team member. Team admins can set individual credit limits per member under Team Management.


Updated on: 24/04/2026