Team
Manage your team's seats, credit allocation, and data visibility from a single settings panel.
Members
Invite by email — send an invite to any email address. The recipient creates an account and is automatically added to your team on sign-up.
Roles — two roles available: Admin (full access including billing and settings) and Member (full operational access, no billing or team management).
Seats — seat count is set by your plan. Pro includes 3 seats, Scale includes 5 base seats. Extra seats can be added on Scale at A$49/seat/month; each adds 1,500 credits and 2,500 scrapes per month.
Remove member — removing a member frees their membership slot and pauses their campaigns and inboxes. Paid seats remain available until explicitly cancelled in Billing. Business records remain in the workspace and can be transferred to an active member.
Resource Allocation
Shared Pool — all team members draw from one workspace balance, with no individual limits. This is the recommended resource mode.
Split Evenly — divide credits and scrapes equally between active members. Admins can give a member a custom allocation; the remainder splits between everyone else.
Addon credits — purchased credit top-up packs are added to the shared pool and are never reset at billing renewal.
Data Isolation
Separate (default and recommended) — each member only sees records they created. Admins start in My Data and can switch to All Team Data. Best for agencies where consultants manage their own books without overlap.
Shared — all team members see all contacts, companies, prospects, and campaign data in the workspace. Best for small teams with shared territories.
Data isolation mode is set at the workspace level by an Admin. Switching modes does not delete data — it only changes the visibility filter applied to each member's view.