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User Management

Add team members, manage roles, and control access permissions.

Last updated: December 10, 2025

Adding Team Members

1. Go to Settings → Team

2. Click "Invite Member"

3. Enter email address

4. Select role

5. Send invitation

Roles

Admin

• Full access to all features

• Manage team members

• Access billing

Member

• Search and shortlist

• Send sequences

• View analytics

Viewer

• View shortlists

• Limited editing

Role permissions can be customized on Enterprise plans.