Workspace and team

Invite teammates, set roles, change your workspace name and logo, and pause, leave or delete a workspace.

Use this page to manage who has access to your workspace and how it is set up. Go to Settings › Team for people, and Settings › Workspace for everything else.

Your own name, password and appearance aren’t here. They live in your avatar menu › My account.

Invite a teammate

1. Open the invite

   Go to Settings › Team and click Invite a teammate.

2. Add their emails

   Press Enter or comma after each address. You can add up to 20 at a time.

3. Choose a role

   Pick Admin or Member. See the table below.

   

   The invite dialog with one address added and Member chosen.

4. Send it

   Click Send invite, or Copy invite link instead to share the link yourself. The link works for 7 days.

After joining, each person connects their own LinkedIn as a sender. See Connect LinkedIn.

If the workspace has no free seats, the invites don’t go through. Change your plan under Billing & usage, or remove someone first. Software has 3 seats.

To manage an invite that hasn’t been accepted, use Resend, Copy invite link or Cancel invite on its row.

What each role can do

What	Owner	Admin	Member
Find people, review them, run campaigns, reply	Yes	Yes	Yes
Connect their own sender	Yes	Yes	Yes
Change senders, Safety and Do not contact	Yes	Yes	No
Invite and remove teammates	Yes	Yes	No
Billing, hand-off and deleting the workspace	Yes	No	No

Only the owner can change someone’s role. An admin can remove people but can’t change roles.

Change or remove a teammate

Change a role. On the teammate’s row, choose Admin or Member. You can undo this straight away.

Remove someone. Choose Remove from workspace….

• They lose access right away.
• Their people move to the person named in the dialog, and their campaigns stay as they are.
• Their LinkedIn sender is paused, not deleted.

If you only want to reduce their access, click Make them a Member instead.

Make someone else the owner. Choose Make owner….

• You become an admin. Billing, hand-off and deleting the workspace move to them at once.
• Campaigns, senders and people keep running.

You can’t undo a change of owner from your side. Only the new owner can make someone else the owner.

Change workspace details

Go to Settings › Workspace. Only owners and admins can change these.

Setting	What it does	Limit
Name	The name of your workspace	80 characters
Logo	Your logo in the app	PNG, JPG or WEBP, 2 MB
Client view	Name clients see appears at the top of the app instead of B2B Signals, for everyone in this workspace. Emails, daily digests and shared reports still come from B2B Signals. Leave it empty to show ours.	40 characters

More settings are under More options:

Setting	What it does
Company domain	Your own company. People at this domain are never contacted.
Team domains	People at these domains are never contacted: teammates, partners or investors. This is separate from the Do not contact list of people.
Comment suggestions	Suggests comments when people you talk to post. New posts show up in Approvals. Nothing is posted until you approve it.
What you offer	Messages fall back to this when a campaign has no offer of its own. Up to 600 characters.
Industry	Up to 120 characters
Who you sell to	Up to 240 characters

Pause, leave or delete

These are under Leave or delete this workspace at the bottom of Settings › Workspace.

Action	What it does	Who can do it	Can you undo it?
Pause all	Stops Radar, campaigns and senders. Nothing is deleted.	Owners and admins	Yes, click Resume all any time
Leave…	You lose access. Your people move to the owner and your sender is paused.	Admins and members. An owner can leave once someone else is owner.	No, you’d need a new invite
Delete…	Removes people, lists, campaigns and senders for everyone.	Owner	Yes, for 30 days

If you only want fewer notifications from a workspace, the leave dialog also offers Mute this workspace.

Delete a workspace

1. Open the dialog

   Click Delete…. The dialog says what stops: live campaigns, connected senders and teammates’ access.

2. Confirm

   Type the workspace name to confirm. If you’re not sure, click Pause everything instead or Keep workspace.

3. Restore it if you change your mind

   We keep the workspace for 30 days, then it’s gone. Use the link in the email we send you to restore it within that time.

Your subscription isn’t renewed after you delete the workspace. Senders need signing in again after a restore.

Related

Connect LinkedIn

Add each teammate’s account as a sender.

Billing

Add seats by changing your plan.

Notifications

Each person sets their own alerts.

Do not contact

People and companies who never hear from you.