Invite teammates and manage roles

Every plan includes unlimited users. Each person in a workspace has one of three roles: owner, admin or member.

Invite a teammate

Owners and admins can invite people.

1. Go to Team and select Invite teammate.
2. Enter their Email address and choose a role: Member or Admin.
3. Select Send invite.

They get an email from Victoria AI with a link to join. The link works for 7 days. You can also copy the link from the dialog and send it yourself, which is useful if the email doesn't arrive.

Until they accept, they're listed under Pending invites on Team. They aren't in the workspace yet and can't see anything in it.

To connect a teammate's LinkedIn or mailbox without giving them a login, send a sender invite link instead. See Connect a sender with an invite link.

Accept an invitation

Open the link in the invite email. The page shows the workspace, who invited you and your role.

• New to Victoria AI: enter your name, create a password, accept the Terms and select Join.
• Already have an account: enter your password to sign in, then join. You keep your other workspaces.
• Signed in with a different email: sign out, then open the link again. An invitation only works for the email it was sent to.

If the link says it has expired or been cancelled, ask the person who invited you to send a new one. Only the latest link for an invitation works.

Re-send, copy or cancel an invite

On Team, under Pending invites:

• Re-send: emails a new link and gives it another 7 days.
• Copy link (the link icon): makes a new link and copies it, and emails it too.
• Cancel (the X): the link stops working.

Re-sending or copying replaces the previous link, so an older email no longer works.

What owners, admins and members can do

Members run outbound. They can:

• Build, edit and launch campaigns.
• Add leads, including Lead database searches that spend credits.
• Use the Inbox, CRM and Copilot.
• Connect their own LinkedIn and mailboxes, and remove the senders they connected.
• Add to the Do Not Contact list.

Admins can do everything a member can, and also:

• Invite, remove and change the role of members and other admins.
• Manage billing: the plan, add-ons, buying credits, auto-recharge, the billing portal, cancelling and reactivating. See Plans and add-ons.
• Create and revoke API keys. See API keys.
• Remove any sender, skip a sender's warm-up ramp or raise its LinkedIn limits. See LinkedIn restrictions and limits.
• Delete leads, and remove entries from the Do Not Contact list.
• Turn the weekly campaign review on or off in Settings.

The owner can do everything an admin can, and is the only one who can transfer ownership. The owner also receives the workspace's account emails, such as trial notices, failed payments and disconnected senders.

Members see the plan and credit balance on Credits & Billing but can't change them. If a workspace's plan isn't active, members are asked to contact an owner or admin.

An AI assistant connected to Victoria AI (Claude, ChatGPT and others) acts with your role, so a member's assistant can do what a member can.

Change a teammate's role

As an owner or admin, go to Team and choose Admin or Member in the person's Role column. The change applies at once. Nobody can change their own role, and the owner's role changes only by transferring ownership.

Transfer ownership

As the owner, go to Team, open the menu on an admin's row and select Make owner. They become the owner and you become an admin. To hand ownership to a member, make them an admin first.

Remove a teammate

As an owner or admin, go to Team, open the menu on their row and select Remove from workspace. The owner can't be removed.

• They lose access at once, and any API keys they created stop working.
• If they connected senders, the dialog offers to disconnect them too, and that's ticked by default. Leave it ticked unless the workspace should keep sending from their LinkedIn or mailbox. Campaigns that used those senders are paused.
• Their campaigns, leads and conversations stay in the workspace.

Work in more than one workspace

One login can belong to several workspaces, for example an agency running workspaces for clients. Once you're in more than one, a workspace menu appears at the top of the sidebar. Choose a workspace to switch; the app opens it from then on, and an AI assistant you connected acts on it too.

If you're removed from every workspace you belong to, Victoria AI says so when you sign in. From there you can open a new invitation link or create a workspace of your own.