Team

Managing your team

Invite team members on SalesQL Professional and Premium plans, set Admin or Member permissions, change roles, and see who added each contact.

SalesQL's Professional and Premium (formerly Organization) plans allow you to add multiple team members to your account. You can also add extra seats to a Basic plan during checkout — Adding Extra Seats to Your Subscription for more details

How do I invite someone to my team?

Visit the Team page in your dashboard. From there you can invite new members and set their permission level.

SalesQL "Teams" page with a "Teammate email" field, "Send invitation" button and a list of members and roles

Permission levels

Admin — Full control over the account. Admins can manage billing, download invoices, invite and remove users, manage integrations, access the API, consume credits, and view all contacts and features.

Member — Can consume credits, view all contacts, and access all features except integrations and API management.

Changing roles and removing members

Only admins can change the role of other team members. To modify a role, click the pen icon next to the member on the Team page.

Team member row with the pen icon highlighted to edit the member's role

To remove a member, click the trash can icon.

Team member row with the trash can icon highlighted to remove the member

Keep in mind that granting admin permissions to someone gives them full control over the team, including the ability to remove other members.

How can I find out who added a particular contact?

Use the dashboard filters to see which team member added a specific contact.

Contacts list with the "Created by" filter open, showing a teammate search and a checkbox per team member
Contacts view with the active "Created by (1)" filter highlighted and the "Created" date picker open

Credit usage per user

You can see detailed credit usage broken down by team member, with filters by date and user — useful if you need more granularity than the general dashboard summary. See Credit History per User for more.

More in Team

  • Joining a Team

    Join your company's SalesQL team by sharing your account email with the administrator, then accept the invitation from the email you receive.

  • Credit History per User

    Track how each team member uses SalesQL credits in Analytics, broken down by feature, and filter the data by user and time period.

  • Adding Extra Seats to Your Subscription

    Add extra seats at checkout to include more team members in one SalesQL subscription; each seat costs USD 5 a month or USD 45 a year.