Based on your team role, you have different access to your team member's resources.
Team roles and access
Team members can have three distinct roles:
Team Owner: The owner can manage team members, invite new users to the team, manage the subscription and billing of the team, and access and modify resources.
Team Admin: each Admin can manage team members, verify other member's leads, invite new users to the team and manage resources.
Team Member: can see other members of the team, access resources, and verify other member's leads but not manage them.
Team roles | Owner | Admin | Member |
Manage Subscription and billings | ✅ | ❌ | ❌ |
Invite new users to the Team | ✅ | ✅ | ❌ |
See other member's resources | ✅ | ✅ | ✅ |
Manage other member's resources | ✅ | ✅ | ❌ |
Verify other member's leads | ✅ | ✅ | ✅ |
Edit member's Credit limits | ✅ | ✅ | ❌ |
What resources are shared between team members?
By default, all the following resources are shared with a team member when sharing a workspace:
Leads (including lists, imports, and custom attributes)
Campaigns (including templates and unsubscriptions)
Bulks (bulk finders, bulk searches, and bulk verifications)
Email account connections (to send campaigns from- only on a paid plan)
💡 Please note that if you're on a Free plan team, you will not see your team's connected email accounts.
Access and permissions on shared resources
ℹ️ Team owners and Admins can perform actions on other users' resources:
update and archive all team resources (including email campaigns);
verify all leads in the Leads section (including leads that do not belong to them);
set daily sending limits for all connected email accounts in Campaigns (including the ones linked to other users in the same team).