Invite your team and set roles

Share a workspace with the people who work your leads. You decide whether each person is an Admin or a Member, and you can remove them in one action when they move on.

Members versus watched profiles

• Members sign in and work the shared leads. Growth and above allow unlimited members, and members are never billed. Leads have no owner yet, so use lists, statuses, and notes to keep two teammates off the same lead.
• Watched profiles are the public LinkedIn profiles Embers reads, including your own. They count against your plan’s cap. See watched profiles.

Inviting someone does not add a watched profile. If a new member posts for the business, add their profile to the Watchlist with the Own role as well.

Invite someone

1. Open Settings, then Team

   Go to Settings, then Team (/settings/team). The page opens on one line, such as “1 member and 1 invitation waiting”. Below it, one card, People, lists everyone with access and every invitation still waiting for an answer.

2. Choose Invite and pick Email or Link

   Choose Invite in the top bar to open Invite team member. Email sends an invitation to one address, and only someone signed in with that exact address can accept it. Link creates a shareable URL with no address attached, which any signed-in person can accept, so treat it like a password.

3. Choose a role

   Under Role, pick “Member: can view leads and data” or “Admin: can manage the team and settings”. An admin also manages integrations and client settings. The table below lists the differences.

4. Send or copy the invitation

   Choose Send invite or Create link. A link invitation shows the URL with a Copy button. Both kinds expire after seven days.

Embers refuses an email invitation to yourself, to someone who is already a member, or to an address that already has a pending invitation. The person you invite follows join someone else’s workspace.

An invitation still waiting sits in People under the members, marked Pending, or Expired once seven days pass, with its role. While it is pending, its … menu offers Copy invite link, Resend email for email invitations, and Revoke. Resending resets its expiry to seven days and is limited to three sends per hour. An expired invitation has no menu: send a new one. Answered invitations (accepted, declined, or revoked) fold away under Past invitations with a count; choose it to see each one’s status and date.

What each role can do

The account owner is always an admin, is marked Owner in the People list, and cannot be removed or demoted. Only the owner sees Settings, then Billing and can delete the workspace.

Change a role or remove someone

In the People card, each member’s row shows their name and email, Owner for the owner, and Admin or Member. Admins open the … menu on a row:

• Change to admin or Change to member switches the role at once.
• Remove member asks for confirmation, then removes their access to the workspace. Their notes stay on the leads.
• Leave team appears on your own row. A member who is not an admin sees a Leave button instead, and anyone but the owner can also leave from the Danger zone on Settings, then Account.

The owner’s row has no actions, and the last remaining admin cannot be removed.

Troubleshooting

• “This invitation has expired.” Seven days passed. Send a new one.
• “This invitation was sent to a different email address.” The person is signed in with another address. They need to sign in with the invited address, or you can send a link invitation.
• Resend email fails. The invitation is no longer pending, it has expired, or you sent three in the last hour.
• “Cannot remove the last admin.” Make someone else an admin first.
• Settings, then Team shows an upgrade prompt. The workspace is on Solo, which allows one member. Move to Growth or above to invite anyone.

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