Team Management

Team features are available on Professional and Growth plans and above. Team management is found in Account Settings → Team.

Inviting Team Members

The invitee receives an email with a link to accept the invitation and create their account (or log in if they already have one).

Each team member has 8 granular permission toggles. Toggle each ON or OFF independently:

Permission Key	What It Controls
`share_lists`	Can view and manage shared lists
`share_integrations`	Can view and use connected integrations
`share_exports`	Can export data
`share_campaign_activity`	Can view campaign activity in Email Center
`share_decision_makers`	Can view and unlock decision makers
`share_automations`	Can view and manage Evergreen Flows
`share_filters`	Can view and use saved filter configurations
`share_crm`	Can view and edit CRM data (status, ratings, notes)

Notes:

Viewing members: The Team page lists all current members with their email, join date, and permission summary.

Editing permissions: Click the edit icon next to a team member to modify their permissions at any time.

Removing a member: Click the remove icon to revoke their access. Their account is not deleted - they simply lose access to your team's data.

Based on their permissions, team members share access to:

Data	Permission Required
Store database and filters	Always (base access)
Saved filter configurations	`share_filters`
Lists	`share_lists`
Integrations	`share_integrations`
Automations (Evergreen Flows)	`share_automations`
CRM data (status, ratings, notes)	`share_crm`
Decision maker profiles	`share_decision_makers`
Export capability	`share_exports`
Campaign activity	`share_campaign_activity`

All team members draw from the team owner's credit pool. There is no per-member credit allocation - credits are shared across the team.

Monitor credit usage on the Billing page to ensure the team has sufficient credits for their work.