Set up your workspace and invite your team

In your dashboard, open Settings and find the Workspace section, then click Manage. You'll see your workspace name, the seats included on your plan, and everyone who currently has access.

You can also skip this during setup and come back later - a solo workspace works perfectly well until you need a second pair of hands.

Give the workspace the name your team would recognize - usually your agency or company name. It appears on shared reports and in the workspace switcher if you belong to more than one.

If you run research for multiple clients, consider a workspace per client rather than one workspace with everything mixed together.

Owner: full control, including billing and deleting the workspace. There is exactly one owner, and it starts as the person who created it.

Admin: can invite and remove people, create and delete pipelines and lists, and change workspace settings - but cannot touch billing.

Member: the everyday role. Can search, save businesses, run analysis, build reports and work deals, but cannot remove other people.

Viewer: read-only. Perfect for a client or a stakeholder who wants to watch the pipeline without being able to change it.

Enter each person's work address, choose their role, and send. They get a link that takes them straight into your workspace once they finish creating their account.

Invitations stay pending until accepted, and you can revoke one at any time from the same screen if you sent it to the wrong person.

Each plan includes a number of seats. If you invite more people than your plan allows, the extra invitations stay pending until you upgrade or free up a seat.

Seats are counted by accepted invitations, so a pending invite never costs you anything.

Hit Save. Everyone you invited can now see the same lead lists, pipelines and reports, and every action is attributed so you always know who did what. You can change roles or remove people any time from the same screen.