An Owner or Admin can invite people from Settings → Team. Each invitation gives the person an Admin or Member role in that team. Team members are free and unlimited.
Send an invitation
- Open Settings → Team.
- Enter the person’s email under Invite teammate.
- Choose Admin or Member.
- Select Send invite.
Doreach sends an invitation email with a link to the team. The person must sign in or create a Doreach account with the same email address. They then select Accept invitation to join.
An invitation stays pending until the person accepts it or an Owner or Admin revokes it. Open Settings → Team, find the invitation under Pending invites, and select Revoke if it should no longer be used.
Choose the role
| Role | Use it for | Team controls |
|---|---|---|
| Owner | The person who created and owns the team | Manages the team, members, connected accounts, and billing |
| Admin | A trusted operator who helps manage the team | Manages the team, members, connected accounts, and billing, but cannot change the Owner |
| Member | A person who runs outreach | Runs campaigns, works in CRM and Inbox, and manages connected accounts, but cannot manage members or billing |
You cannot invite another Owner. The current Team page does not let you transfer ownership or remove, suspend, or downgrade the Owner. Roles and permissions lists the current controls for each role.
Manage a person’s access
Owners and Admins can change an Admin to a Member or promote a Member to Admin. They can also suspend, reactivate, or remove any non-owner member from Settings → Team.
Suspending a person blocks their team access until an Owner or Admin reactivates them. Removing a person removes their membership. The team’s campaigns, prospects, conversations, and notes stay with the team, so review any work assigned to that person after removing them.
Understand shared access
Every active member can see the team’s connected LinkedIn accounts, campaigns, prospects, conversations, analytics, and message templates. Roles control which settings a member can change. They do not hide one account, campaign, or conversation from another member in the same team.
Any active member can reply to conversations from a connected account. The LinkedIn account’s sending limits and reply pacing still apply across the team.
Set contact owners and add internal notes to show who is handling each reply. Owners are coordination labels, not access controls.
Create separate teams when people should not see the same client or rep data. How to structure your teams explains the available setups.