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Workspace and account

Team

Invite people, set their role and choose which workspaces they can open.

Invite someone

  1. Open Settings, then Team.
  2. Click Invite someone at the top right.
  3. Enter their email address and choose a role: Member or Admin.
  4. If you own more than one workspace, tick the workspaces they may open.
  5. Click Send invitation. They get an email with a link to join.
1 Email address. 2 Role. 3 Send invitation.

Roles

  • Owner: everything. The workspace, its plan and its credits belong to the owner.
  • Admin: everything the owner manages too, such as team, billing, API keys, webhooks, MCP, integrations and CRM settings.
  • Member: everything else, such as campaigns, leads, mailboxes, Unibox and the CRM. Plan limits come from the owner's plan.

Manage people

  • Change a person's role and click Save, or click the bin to remove them.
  • Workspace access lets you change which workspaces each person can open.
  • Pending invitations can be revoked before they are accepted.
  • The line at the top shows how many seats of your plan are used.
1 Seats used. 2 Invite someone. 3 People and their roles.

Agencies working for clients

  1. Your client opens Team in their account, invites your email and ticks every workspace you should reach.
  2. You accept the invitation with your own ZicReach account.
  3. Open the workspace switcher at the top of the menu, pick the client under Account, then the workspace to work in.
  4. Your own workspaces stay under My workspaces. The client can change or remove your access at any time.