Account & Billing
    3 min read

    Managing Team Members

    Add, remove, and manage team access

    Managing Team Members

    Collaborate with your team by adding members to your SalesOS workspace.

    Adding Team Members

  1. Go to Settings → Team
  2. Click "Invite Member"
  3. Enter their email address
  4. Select their role (Admin, Member, Viewer)
  5. Click "Send Invitation"

    6. Team Roles

    RolePermissions
    **Owner**Full access, billing, delete account
    **Admin**Manage team, all features
    **Member**Use all features, no team management
    **Viewer**Read-only access to leads and deals

    Removing Members

  6. Go to Settings → Team
  7. Find the member in the list
  8. Click the menu (⋮) and select "Remove"
  9. Confirm the removal

    10. Team Limits by Plan

  10. Starter: 1 user
  11. Growth: 5 users
  12. Pro: 15 users
  13. Enterprise: Unlimited

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    Change your credit card or billing details

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