Members

Manage your team members and control access permissions

Team Members Management

Manage your team through Settings > Members to control who has access to your workspace and what they can do. See who's currently active in your workspace. Adjust permissions as roles change. Remove access when needed.

Workspace Roles

Each member of your Saleshunt workspace is assigned a role that determines their access level:

RolePermissions
Admin icon Admin• Full access to all features and settings
• Can manage billing, workspace settings, and credentials for integrations
• Can add or remove team members and change their permissions
Member icon Member• Access to core prospecting and research features
• Can create and edit spreadsheets
• Cannot manage workspace settings or other members

Workspace Roles vs Resource Permissions

It's important to understand the difference between workspace roles and resource permissions:

Workspace Roles

Workspace roles (Admin and Member) control overall platform access and are assigned when users are invited to join your workspace. These determine what features and settings a user can access across the entire Saleshunt platform.

Resource Permissions

Resource permissions (Owner, Editor, Viewer) are assigned when sharing specific resources like spreadsheets with other workspace members. These control what actions users can perform on individual shared resources.

PermissionAccess
Owner icon OwnerFull control over the resource, including ability to share with others
Editor icon EditorCan view, edit, and enrich the resource
Viewer icon ViewerRead-only access - can view and export data but cannot edit, enrich, or perform searches

Note: Viewer permissions are only available at the resource level through the sharing feature. Users with viewer access to a spreadsheet cannot perform enrichment operations or use the search functionality.

Inviting Team Members

Invite to Workspace

Admins can easily invite new team members to the workspace through the Members page. Simply click the "Invite" button, enter the email addresses of your colleagues, and select their role (Admin or Member). Invited users will receive an email with instructions to join your workspace.

Typical Scenarios

Inviting New Members: Admins can invite colleagues to join the workspace by sending email invitations directly from the Members page. When inviting, you'll set each person's role (Admin or Member).

Changing Roles: As your team evolves, Admins can adjust roles for any member at any time from the Members page. You can promote members to admins or change admins to members as needed. To give someone limited access to specific resources, use the sharing feature to grant viewer permissions on individual spreadsheets.

Revoking Access:
If someone should no longer have access, Admins can revoke their membership. This immediately removes the user from the workspace—they will no longer see it in their workspace picker.

Leaving a Workspace:
If you wish to leave a workspace (and you’re not the only Admin), you can do so from your member row. You’ll be logged out of that workspace, but if you want to join again, you can rejoin later from the workspace picker.

Use the Members page in Settings to see who’s active, adjust permissions, and keep your workspace secure and up to date.

Need Help?

For questions about team management or permission settings, contact our support team.

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