Settings
Team Members
Invite team members to your workspace and manage their roles.
Add your team to Obert so everyone can access leads, campaigns, and the inbox.
Invite a team member
- Open Settings → Team.
- Click Invite Member.
- Enter their email address.
- Select a role:
| Role | Permissions |
|---|---|
| Owner | Full access. Manage billing, team, and all features. |
| Admin | Full access except billing management. |
| Member | Access to leads, campaigns, inbox, and signals. Cannot manage team or billing. |
- Click Send Invite.
The invitee receives an email with a link to join your workspace.
Manage members
In Settings → Team:
- Change role — click a member's role to update it.
- Remove — click the menu icon → Remove to revoke access.
- Resend invite — for pending invitations, click Resend to send the email again.
Pending invitations
Invitations that haven't been accepted yet are shown with a "Pending" status. They remain valid until the invitee accepts or you cancel them.
Shared resources
All team members share:
- Leads and lists — the same lead database and lists
- Campaigns — visibility into all campaigns
- Inbox — conversations across all connected accounts
- Signals — shared discovery configuration
- Saved views — custom views are available to everyone
- Labels and snippets — team-scoped labels and snippets
LinkedIn accounts are shared at the workspace level — any team member can use any connected account for signals and campaigns.