Managing your team — inviting members and setting permissions

Add team members, assign roles, and control exactly what each person can access — from which contacts they can see to which integrations they can configure.

Written By Kevin Lawrie

Last updated About 3 hours ago

Inviting a team member

Go to Settings → Team (admin only).

Click Invite Member.
Enter their email address.
Select their role — Admin or User.
Click Send Invite.

They receive an email invitation to join your account. Once they accept, they appear in your team list.

Roles

	Role What they can do
Admin	Full access to everything — settings, integrations, team management, all contacts, all signals, API keys, firmographics, and workspaces
User	Limited access based on the permissions you configure

Admins always have full access regardless of individual permission settings. Permissions only apply to Users.

Configuring permissions for a User

Click any team member's name to open their Permissions sheet. Configure each area independently.

Signals

	Permission What it controls
Can create signals	Access to the Create Signal wizard and Social Search create flow
Can view signals	Access to the Signals list, Signal Results, and Dashboard signal cards
Can edit signals	Ability to edit existing Signal configurations

Contacts

Choose one contact visibility mode per user:

	Mode What they see
View all contacts	Every contact in the account
View by owner	Only contacts assigned to specific team members you select
View own contacts only	Only contacts assigned to themselves (default for new Users)

The "view by owner" mode lets you build team structures where reps only see their own pipeline — or a manager sees their team's contacts but not other teams'.

Lists

	Permission What it controls
Can create lists	Create new contact lists
Can view lists	See lists and list contents across the app
Can edit lists	Edit, add/remove contacts from, or delete lists

Integrations

	Permission What it controls
Can access integrations	View and configure the Integrations page (HubSpot, Attio, Slack, outreach tools, etc.)

Turn this off for users who should be able to use Signals and contacts but shouldn't be able to connect or modify integrations.

Workspaces (agency accounts only)

	Mode What it controls
Access all workspaces	Can switch into any client workspace
Access specific workspaces	Can only switch into workspaces you select

Default permissions for new Users

When you invite someone as a User, they start with these defaults:

✅ Can view signals
✅ Can create lists
✅ Can view lists
❌ Cannot create or edit signals
❌ Cannot access integrations
❌ Cannot edit lists
👤 Contact visibility: own contacts only

Adjust as needed from the Permissions sheet before or after they accept their invitation.

Removing a team member

From the Team list, click the actions menu next to a member and select Remove. Their access is revoked immediately. Their contacts and signals remain in the account.

Admin-only settings tabs

Regardless of permissions configured, the following Settings tabs are only visible to Admins:

Company
Team
Firmographics
API Keys