Managing Members

• How to Invite Team Members

  Invite new users to your Prospeo workspace, assign permissions, and manage seats from Team Management. This guide covers how to send invites, update roles, and other administrative actions.Few readers

• How to Remove Team Members

  Learn how to remove a team member from your Prospeo workspace to revoke access, free up a seat for a new invite, and manage who can use your team's credits. This guide walks through removing a member from the Team Management dashboard, understanding how removal affects your seat count and billing, and reassigning the freed seat to someone else.Few readers

Roles & Permissions

• Roles and Permissions

  Understand Prospeo's Admin and Member roles, what each one can access, and how permissions work. Covers assigning roles and creating custom ones for your team.Few readers

• How to Create a Custom Role

  Learn how to create a custom role in Prospeo with a specific set of permissions, then assign it to your team members. Includes a full breakdown of every available permission.Few readers

Credits & Usage

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