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A workgroup is your team’s shared workspace: its contacts, jobs, accounts, sequences, and settings. People can belong to more than one workgroup and switch between them.
  1. Check your seats. Make sure a seat is available before you invite someone.
  2. Invite them. Enter their email address and choose a role: member, admin, or client.
  3. Give them access. Assign the All In One Suite or specific modules.
  4. Control spending. Set a shared credit limit if you want to cap their usage.
  5. Have them connect their accounts. They connect their own email, social, and calendar accounts. See Sending accounts.
  6. Share what the team needs. Allow sending on behalf for shared senders.
  7. Put them to work. Assign them to jobs as recruiters.

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Your workgroups

Open Workgroups from the account menu to see the workgroup you’re in, the others you can access, and to create a new one. Switch to another workgroup to work in it. Only workgroup admins can edit its name, description, and logo.

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Workgroup settings

From a workgroup’s page, or More > Workspace, manage:

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Members and roles

Invite people by email. Press Enter or a comma after each address, or paste a list. Choose a role for each invite: There is one owner account at a time. Transferring ownership turns the current owner into an admin.

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Seats and modules

Members take a seat and can be given an All In One Suite or specific assigned modules. The member list shows available seats. To remove all of a member’s modules, remove them and choose Remove seat. For a member with No seat, Add seat offers a social-only or All-in-One seat when prepaid social-only capacity is available. Otherwise the usual plan selection opens. The seat counter includes both users and enabled account identities; hover to see the breakdown. Manage individual account licences in the Throttle dashboard, where owners and admins can also manage shared accounts. When prepaid social-only seats are available, Invite Members also offers a Seat type selector. You can select All-in-One even when no bundle seats remain; invitees without a seat join with restricted access until a seat is assigned. With no prepaid social-only capacity, the existing invitation flow is unchanged. A small counter beside the bundle summary shows used and available social-only seats, with a question-mark tooltip for the user and account breakdown.

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Shared credit limits

Set a shared credit limit on a member to cap what they can spend from the shared credit pool in a period. A limit doesn’t reserve credits for them, and removing it doesn’t grant any. See Credits and usage.

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How-to guides

Quick, step-by-step answers for common tasks:

Your settings

Personal preferences.

GDPR compliance

Tools for consent and data retention.