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Inviting members

  1. Go to Settings → Team
  2. Click Invite member
  3. Enter the person’s email address
  4. Click Send invite
They’ll receive an email with a link to create their account. Invite links expire after 7 days. You can resend from the Team page.

Roles

Removing a member

Go to Settings → Team → click the menu next to the member → Remove. Their account is deactivated and they lose access immediately. Their campaigns and sequences continue running.

Pending invites

Invites that haven’t been accepted yet appear in the Pending section of the Team page. You can resend or cancel them from there.