Only account admins can invite new users, edit or deactivate the existing ones.

Contents:

Add new users

To add new users to your company Prospect.io account:

  1. Navigate to Settings > Team Members.

  2. At the top right of the screen, click on Invite User.

  3. Enter their personal info, select the role (user or admin), and click on Send Invitation.

Edit or Delete Users

  1. Navigate to Settings > Team Members.

  2. Click on the Actions button (3 dots) at the right of the screen to Edit or Disable a user.

Note: A disabled user won't be deleted and can be reactivated at any time.

Setting a User as Admin

  1. Navigate to Settings > Team Members.

  2. Find the user that you would like to set as an admin and click on the Action button and then Edit.

  3. At the bottom of the page, select Role and then Administrator.


Change the Owner of the Account

There is no way to change the owner of the account from the platform interface.

The account owner can shoot us an email at support@prospect.io and we will make the change for you.

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