Workspace

Team, roles and sign in

Invite teammates, choose who can change what, and keep accounts secure.

Settings, Team: members, roles and when each was last active.

Invite a teammate

In Settings, Team, under Make room for a teammate, enter their name, work email and role, then click Send invite. They get an email with a link to join. Pending invites count toward your seats.

Roles

AdminMember
Leads, groups, designs, campaigns, Send linksYesYes
Archive campaigns, delete leadsYesYes
Delete campaignsYesNo
AI keys, integrations, Clay tokensYesNo
Workspace settings, brand, billingYesNo
Domain, API keys, budget test alertsYesNo
Invite, change roles, remove peopleYesNo
Erase a person (privacy)YesNo

A workspace always keeps at least one admin.

Join by email domain

Admins can let anyone who signs up with your company email domain join as a member without an invite. Seats still apply. Public email domains (Gmail, Outlook and so on) cannot be used.

Last seen

The team list shows Active now, Last seen 5m ago, or Never signed in for each person.

Signing in

Sign in with Google, GitHub, or email and password (at least 10 characters). You can add two-step verification with an authenticator app or email code under My account in the profile menu. Forgot password? emails a 6-digit code.

Something unclear or missing? Email support@relevanceai.io and we will fix the page.