Team seats and invites

On Agency / Team, each billed seat is one teammate login in your agency workspace, plus 1 LinkedIn seat and 1 email seat.

Running outreach for clients? Give each client their own client workspace. The client's own people join it free, and nothing in one client is visible to another.

How seats work#

• The owner counts as one seat. With 4 seats you can invite 3 people to the agency workspace.
• Each seat includes 1 LinkedIn seat and 1 email seat. An email seat holds one mailbox, SMTP/IMAP or Gmail/Outlook, whichever you connect.
• Campaigns, new people, AI credits, Intent people and storage scale with seats, and are shared with your client workspaces.
• Pending invites hold a seat until they're accepted, expire or are revoked.
• People you invite into a client workspace don't use a seat.

Starter and Multichannel are single-login plans. Extra LinkedIn/email seats add sending accounts, not logins.

Invite a teammate#

1. Go to Settings → Workspace.
2. Under Invite by email, enter their first name and email, and pick a role: Admin, Member or Viewer.
3. Click Send invite.
4. They open the invite link, sign in with that email, and join the workspace.
5. They connect their own LinkedIn (and Gmail/Outlook) in Settings → Accounts.

You can also open the workspace menu at the top of the app and choose Invite teammates. Invites still waiting show under Pending invitations, where you can Revoke them. Temporary (disposable) email addresses can't be invited: Prosyo says "That address is a temporary inbox. Invite a real email instead."

Already a Prosyo user? Accepting adds the workspace to their workspace menu; their own workspace stays as it is.

Roles#

To change someone's role, pick the new one next to their name in Settings → Workspace. Owners and admins can change anyone except the owner and themselves.

Who sees what#

• Owners and admins see every LinkedIn account, mailbox, prospect, list, campaign and inbox thread in the workspace. From the Account section of the workspace menu they can focus on one teammate; while focused, what they import, the lists they make and the accounts they connect belong to that teammate.
• Members and viewers see only their own: accounts they connected or were assigned, prospects they imported or added, their lists, campaigns on their accounts, and the inbox threads on those accounts.
• If a member imports someone who is already another teammate's prospect, that person is skipped and left unchanged.

Alerts follow the same rule. A reply, a video click or an Intent lead found in someone's mailbox reaches that person and the owners and admins, not everyone. Billing, allowance and review alerts go to owners and admins only.

Assign an account to a teammate#

Owners and admins can give any account, including an SMTP/IMAP mailbox or an extra seat you bought, to a teammate: in Settings → Accounts, pick the person under Assigned to. It then shows in their Accounts, campaigns and Inbox.

Switch between workspaces#

If you belong to more than one Prosyo workspace, open the workspace menu at the top of the app and pick one under Workspace. Your own workspaces come first, each with your role, then any Clients of an agency. Everything reloads for the workspace you pick: dashboard, prospects, Intent, campaigns, inbox, integrations and settings. On a phone, the same list is in the account menu.

The workspace menu also has Workspace settings, Manage sending accounts (or Connect an account when nothing is connected) and, for owners and admins, Invite teammates. When the workspace has more than one person, owners and admins also get the Account section: choose Whole team or one teammate to see their stats, campaigns, inbox and connected accounts.

Remove a teammate#

In Settings → Workspace, under Team members, click Remove next to the person and confirm. This:

• ends their access to this workspace immediately (other workspaces they belong to, including their own, are not affected),
• disconnects the LinkedIn and email accounts they connected here. Campaigns that used them move those prospects to another sending account in the campaign, or pause if none is left,
• keeps accounts other people connected,
• revokes their API tokens for this workspace,
• erases their Penny's computer in this workspace, if they had one,
• ends their access to your client workspaces,
• frees the seat.

Before removing someone, add another sending account to their running campaigns in Campaign → Sending & safety.