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Roles decide what a teammate can do — Workspace Admin (everything), Campaign Manager (build + send), Sales Rep (respond + close). Pick carefully at invite time. 3 built-in roles cover most cases. You can build custom roles too.

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The built-in roles

Workspace Admin

Full access. Can create + edit + delete anything, invite teammates, manage billing, connect senders.

Campaign Manager

Can create + edit + launch agents. Can see everything but can’t delete workspace-level records or change billing.

Sales Rep

Can see their own assigned prospects + conversations. Can reply to their assigned Inbox tasks. Can’t create or delete agents.

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Inviting teammates

Go to Settings → Members → Invite → enter email + pick role. Invitees get an email with a link. When they accept, they land in your workspace.

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Custom roles

Beyond the three built-in roles, you can create custom roles from Settings → Roles → New role. Pick individual permissions:
  • View / edit / delete Campaigns
  • View / edit / delete Lists (includes managing their sources)
  • View / edit / delete Prospects
  • View / edit / delete Companies
  • Connect / edit / delete Sender accounts
  • View / edit Brand & Voice
  • View / manage billing
  • Invite users
  • Assign inbox tasks
Assign the role to teammates the same way — Settings → Members → Change role.

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Sales Rep — the “own only” scope

Sales Rep is special. They see only:
  • Prospects assigned to them
  • Conversations where they own the sender account that sent the last message
  • Inbox tasks assigned to them
They can reply, resolve tasks, book meetings — but only for their assigned scope. This is how a workspace with 5 reps stays clean.

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Sender account ownership

Every sender (LinkedIn / email / WhatsApp) has an owner — the workspace member who connected it (or who was assigned it via delegation). The owner:
  • Is assigned to Inbox tasks for that sender’s conversations
  • Has their identity attached to outbound messages (“From: Alex Chen”)
  • Can reauth if the sender breaks
Delegated senders (admin connects → assigns to a Sales Rep) work the same way — the Sales Rep becomes the owner.

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Changing plans requires admin

Only Workspace Admins can:
  • Upgrade / downgrade the plan
  • Buy credit packs
  • Add / remove seats
  • Cancel the workspace

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Removing a teammate

From Settings → Members → [teammate] → Remove. Their sender accounts:
  • Stay connected but need re-assignment to another admin OR disconnected
Their Inbox tasks:
  • Get reassigned to the workspace admin
Data they created (Lists, sequences, notes) stays in the workspace.

Plans and credits

What credits cost, what refills, and how to top up.

Members

Invite teammates and manage the workspace.