# Invite your team and set roles

URL: https://useembers.com/help/reports-and-workspaces/team-and-roles/
Category: Reports and workspaces
Plan: Growth or above
Updated: 2026-10-31
Last verified: 2026-10-31

> Add people to an Embers workspace by email or invite link, choose Admin or Member, see what each role can do, and remove someone when they leave.

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.

> **Warning: Growth and above**
>
> Inviting a team needs Growth, Enterprise, or Agency. Solo is one member, so Settings, then Team shows an upgrade prompt until you [change plan](/help/account-and-billing/change-plan/). Only administrators can see and send invitations.

## 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](/help/leads/lead-owners-and-assignment/).
- **Watched profiles** are the public LinkedIn profiles Embers reads, including your own. They count against your [plan's cap](/help/account-and-billing/plans-and-limits/). See [watched profiles](/help/account-and-billing/linkedin-accounts-and-seats/).

Inviting someone does not add a watched profile. If a new member posts for the business, add their profile to the [Watchlist](/help/signals/watchlist/) with the Own role as well.

## Invite someone

### 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.

### 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.

### 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.

### 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**.

Inviting by email says whether the email went out: "Invitation sent to" and the address, or "The invitation is ready, but the email didn't go out" when it could not be sent, for example because that address already got three invitation emails in the last hour. The invitation still works: copy its link from its **...** menu and send it yourself.

Embers refuses an email invitation to yourself, to someone who is already a member ("This person is already a member of this workspace."), or to an address with an invitation still waiting ("This person already has an invitation waiting. Resend it from the Team list."). The reason shows under the email field. An address whose invitation expired can be invited again, and the new invitation replaces the expired one. The person you invite follows [join someone else's workspace](/help/getting-started/join-a-workspace/).

An invitation still waiting sits in **People** under the members, marked **Pending**, or **Expired** once seven days pass, with its role. 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 per hour. An expired email invitation offers **Send again**, which renews it for seven days, and **Revoke**; its link no longer opens, so it has no **Copy invite link**. An expired link invitation can only be revoked: create a new link. 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

| Capability | Admin | Member |
| --- | --- | --- |
| Work leads, lists, statuses, and follow-ups | Yes | Yes |
| Edit the ICP, the Watchlist, keywords, and agents | Yes | Yes |
| Generate DM drafts and client reports | Yes | Yes |
| Add notes | Yes | Yes |
| Edit or delete a note | Any note | Their own |
| Invite people, change roles, remove others | Yes | No |
| Connect and configure integrations and webhooks | Yes | No |
| Connect an AI assistant from the MCP row on Integrations | Yes | Yes |
| Create, attach, and detach client workspaces, and change branding, the shared lead page, and weekly reports (Agency) | Yes | No |

The **workspace 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.

> **Note: Notifications follow the person**
>
> Every member gets their own notifications and email digest, on their own settings. Two people in one workspace can be on different [digest frequencies](/help/account-and-billing/notifications-and-email-digest/).

## 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 General](/help/account-and-billing/workspace-settings/#delete-or-leave-the-workspace).

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

## Troubleshooting

- **"This invitation has expired."** Seven days passed. Choose **Send again** on its row, or invite the address again.
- **"The invitation is ready, but the email didn't go out."** The email could not be sent, often because that address already got three invitation emails this hour. Copy the invite link from the invitation's **...** menu and send it yourself.
- **"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.
- **"An invitation can be resent 3 times an hour. Try again later."** You resent three in the last hour. Copy the invite link instead.
- **"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.

## Related

- [Join someone else's workspace](/help/getting-started/join-a-workspace/): What the person you invited does next.

- [Keep two teammates off the same lead](/help/leads/lead-owners-and-assignment/): How to split a shared queue between people.

- [Run client workspaces on the Agency plan](/help/reports-and-workspaces/agency-workspaces-and-client-feeds/): Membership across several client workspaces.

## Frequently asked questions

**Can the workspace owner be removed?**

No. Nobody can remove the owner or change the owner's role, including other administrators.

**Are members billed?**

No. Growth, Enterprise, and Agency include unlimited members at no extra cost. Inviting someone never changes your bill and never uses a watched profile slot.

**What happens if the person I invite has no Embers account yet?**

They can sign up with the invited address, from Create an account on the invitation page. Signing up accepts every pending email invitation for that address, and they land on your workspace's dashboard.