Account & billing

Teams, organizations, and roles

Invite teammates, manage roles, and share infrastructure safely.

Inviting teammates

  1. 1Go to Dashboard → Team (admins only).
  2. 2Enter the teammate's email and pick a role — they receive an invitation email valid for 14 days.
  3. 3Once accepted, they share the org's plan limits, mailboxes, and lead database.

Roles

  • Admin — full control: billing, team management, all campaigns and settings.
  • Member — runs campaigns, manages leads and agents; can't touch billing or team.

Join requests

If someone signs up with your company's email domain, they can request to join your organization; admins approve or decline from the Team page.

Agencies: keep one org per client team for clean separation, or one org with separate agents and mailboxes per client.

Still stuck? Ask an AI that can actually fix it.

Open the Sidekick in your dashboard — it has these guides built in and can inspect and fix your account directly.

Or ask Claude with the MCP connector — same guides, same tools, from any Claude app.