How do I invite teammates, and what can each role do?
Open Settings > Team, type your teammate's Email address, choose a role (Admin or Member) and click Send invite. They get an email with a link. Once they accept, they appear in the members list. Roles belong to one workspace, so someone can be an admin in one workspace and a member in another.
What each role can do
| Owner | Admin | Member | |
|---|---|---|---|
| Use the workspace (campaigns, inbox, mailboxes, leads) | Yes | Yes | Yes |
| See the members list | Yes | Yes | Yes |
| Rename the workspace, change branding and sender details | Yes | Yes | No |
| Invite, remove people and change roles | Yes | Yes | No |
| Change plan, open Manage billing, buy credits or add-ons | Yes | No | No |
| Delete or restore the workspace | Yes | No | No |
The Team page describes it in one line: "Owner: full control, including deleting the workspace. Admin: can invite, remove, and manage the team. Member: can use the workspace but not manage the team."
A few finer rules:
- Only an owner can give someone the Owner role, and only an owner can remove or change another owner. An admin cannot.
- Billing is owner-only on purpose, because it spends the workspace's card. If an admin or member hits a limit, the upgrade dialog tells them to ask the owner.
- Anyone in the workspace can open its Audit log. See Audit log.
How do invites work?
- On Settings > Team, enter the email, pick Admin or Member, click Send invite.
- The person receives an email titled "You've been invited to (workspace) on Warmerly" with a link.
- They open the link, sign in or create an account with the same email address the invite was sent to, and click Accept invite. If they sign in with a different address, they see "This invite was sent to a different email address."
- The invite is valid for 7 days. After that the link stops working.
Pending invites are listed on the Team page. Click Revoke invite ("The invite link will stop working") to cancel one. Inviting the same address again replaces the earlier pending invite. You cannot invite someone who is already a member.
If the email does not arrive, ask them to check spam, then revoke and send again.
How do I change someone's role or remove them?
In the members list, use the role selector on their row (Admin or Member) or click Remove member ("They will lose access to this workspace"). Removing a person also revokes any AI app connections they had made to your workspace. See Connected AI apps.
How do I transfer ownership?
Set another member's role to Owner in the members list. A confirmation says "This person will become the new owner. You will become an admin instead, and you can't undo this yourself." The new owner can change it back only by doing the same to you.
Can I leave a workspace?
Yes, from the Team page: Leave workspace ("You will lose access until you are invited again"). An owner cannot leave. Transfer ownership first, or delete the workspace. See Delete or restore a workspace.
The rest of the Team page
Above the members list, Settings > Team also holds:
- Workspace: the workspace name.
- Business name and Postal address: optional. They are added to the footer of every campaign email you send. Anti-spam law in some countries (CAN-SPAM in the US, CASL in Canada) asks for a real postal address in commercial email. Campaigns send either way.
- Branding: upload a logo, shown at the bottom of the dashboard sidebar. Remove takes it off again.
Changes here use a save bar at the bottom of the page.
Does adding people cost extra?
Plans are described per workspace, not per person, and the Team page shows no per-seat charge. Your allowances (mailboxes, campaigns, verifications and so on) are shared by the whole workspace. See Plans and limits.
Common problems
"My teammate cannot see Billing." Only the owner manages billing. An admin can ask the owner to make changes, or the owner can transfer ownership.
"The invite says it was sent to a different email address." Sign in with the exact address that was invited, or ask an admin to invite the address you actually use.
"The invite link says it is no longer valid." It expired after 7 days or was revoked. Ask for a new one.