7.1 Manage Team Members & Permissions

🏢 How organizations work

Your organization is the workspace where all your SmartLists, LinkedIn accounts, and campaigns are grouped. Each person you invite becomes a member of that organization — but you need to assign seats first before adding them.

➕ How to invite a member

1. Go to Settings > Members

2. Click “Invite member”

3. Enter their email address and confirm

4. The invite will be sent by email — they’ll join your org upon accepting

⚠️ Before you can invite, you must add available seats to your subscription (see below).

🧑‍💼 Add seats to your subscription

To invite new team members, you need to have seats available in your plan.

1. Go to Settings > Members

2. Click “Invite member”

3. Choose how many additional members you want to add

4. Confirm and complete payment

Once your seats are added, you’ll be able to send invitations.

💡 You can always remove a member later to free up their seat.

🛡 Roles & Permissions

There are three roles inside a ReactIn organization:

⚠️ Only Owners and Admins can access usage stats, edit quotas, manage seats, or invite/remove users.

🔁 Changing a user’s role

You can promote or demote a team member at any time.

1. Go to Settings > Members

2. Click the three dots (⋮) next to their name

3. Choose “Change role”, then select Admin or Member

4. Confirm — changes take effect instantly

💡 The Owner role cannot be reassigned or downgraded.

❌ Remove a team member

1. In Settings > Members, locate the user

2. Click the three dots (⋮)

3. Select “Remove member”

4. Their seat becomes available for a new invite

💡 Pro tip: Assign Admin roles carefully—typically to team leads or ops—to keep and critical settings secure.

Ready to move on?
👉 Next Step: Monitor Credit Usage →