Managing Team Members

Reachkit supports unlimited team members on all plans. You can invite people to your workspace and control exactly what they can access.

How Workspaces Work

Every Reachkit account has a personal workspace created at registration. All your resources (campaigns, inboxes, conversations, settings) belong to your workspace. When you invite someone, they get access based on the permissions you assign.

Roles

Owner: Full access to everything in the workspace, including billing, team management, and all settings.

Member: Access is limited to the permissions granted when they were invited. Members cannot manage billing or other team members.

Inviting Team Members

1. Go to Settings and navigate to the Team section
2. Enter the email address of the person you want to invite
3. Select the permissions you want to grant
4. Send the invitation

The invited person receives an email with a link to join your workspace. Invitation links expire after 7 days. If one expires, invite the same email address again: they get a fresh link that’s valid for another 7 days.

Permissions

When inviting a member, you choose which features they can access:

Permission	What It Controls
Inboxes	View and manage connected email accounts, warmup settings
Campaigns	Create, edit, and manage campaigns, sequences, leads
Unibox	View and respond to conversations in the unified inbox
Settings	Access workspace preferences and configuration
CRM	View and manage CRM contacts and pipeline

Each permission is independent, so you can grant any combination. For example, give someone access to Campaigns and Unibox but not Inboxes or Settings.

Billing stays owner-only, but members with the Settings permission get a read-only Usage tab showing the workspace’s current plan and usage this cycle (contacts, emails, credits and domains). They can see the limits that gate their sending without access to payment methods, invoices, or plan changes.

Anything that charges the workspace is owner-only as well, including the Done-For-You domain order (the Set up domains card under Inboxes > Add Inbox). A member with the Inboxes permission sees that card but cannot order from it; the card names the owner to ask.

Accepting an Invitation

When someone receives an invitation:

1. They click the link in the email
2. If they already have a Reachkit account, they sign in and the workspace is added
3. If they’re new to Reachkit, they create an account first, with a password or with Continue with Google. The first time they log in, we email them a 6-digit code to confirm the address, unless they joined with the Gmail or Google Workspace account the invitation was sent to

After accepting, they can switch between their personal workspace and any workspaces they’ve been invited to.

Removing Members

1. Go to Settings > Team
2. Find the member you want to remove
3. Click remove next to their name

This revokes their access immediately. Their personal Reachkit account is not affected.

Managing Invitations

From the Team page, you can see pending invitations, copy an invitation’s link, or revoke invitations that haven’t been accepted. Expired invitations drop off the list; to send a new one, invite the same email again.