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Invite teammates and manage roles

Invite people to your Victoria AI workspace, what the owner, admin and member roles can each do, and how to change or remove someone.

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

Invite a teammate

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

They get an email invitation. Until they accept, they appear on Team with a Pending badge. Owners and admins can send invites; a member who tries gets an error.

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.

What owners, admins and members can do

Everyone in the workspace can build and run campaigns, add leads, use the Inbox, CRM and Copilot, connect senders, buy credits and add to the Do Not Contact list.

Owners and admins can also:

  • Invite teammates.
  • Change the plan's add-ons, cancel, reactivate and set up auto-recharge. See Plans and add-ons.
  • Create and revoke API keys. See API keys.
  • Remove any sender. A member can remove only a sender they connected. See Remove or replace a sender.
  • Skip a sender's warm-up ramp or raise its LinkedIn limits. See LinkedIn restrictions and limits.
  • Delete leads from the workspace.
  • Remove entries from the Do Not Contact list.
  • Turn the weekly campaign review on or off in Settings.

The owner is the person who created the workspace. On the Team page, only the owner can change roles, remove members and resend invites. The owner also receives the workspace's billing and account emails, such as trial notices, failed payments and disconnected senders.

Change a teammate's role

As the owner, go to Team and choose Admin or Member in the person's Role column. The change applies at once. The owner role can't be given to someone else from the app.

Remove a teammate or resend an invite

As the owner, go to Team:

  • Remove: select the trash icon on their row, then Remove. They lose access to the workspace at once. The owner can't be removed.
  • Resend an invite: select the send icon on a Pending row.

Removing someone doesn't remove the senders they connected. Remove those separately on Sender Accounts if you need to.