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Team Management

Team management lets you invite colleagues to your CronDB account with role-based access. Share lead lists, collaborate on sequences, and manage alerts together.

Availability​

PlanTeam Members
Free1 (you only)
Starter1 (you only)
ProUp to 5
EnterpriseUnlimited

Inviting Team Members​

  1. Navigate to Account → Team
  2. Click + Invite Member
  3. Enter their email address
  4. Select a role (Admin, Member, or Viewer)
  5. Click Send Invitation

The invitee receives an email with a link to join your team. If they do not have a CronDB account, they will create one during the process.

Invitation Expiry

Invitations expire after 7 days. You can resend an invitation from the Team page if it expires.

Roles and Permissions​

Admin​

Full access to everything, including billing and team management.

PermissionAccess
DashboardFull
Lead ListsCreate, edit, delete
SequencesCreate, edit, delete, send
AlertsCreate, edit, delete
API KeysCreate, revoke
BillingView, upgrade, cancel
TeamInvite, remove, change roles
ResellerFull access

Member​

Access to all features except billing and team management.

PermissionAccess
DashboardFull
Lead ListsCreate, edit, delete
SequencesCreate, edit, delete, send
AlertsCreate, edit, delete
API KeysCreate (own keys only)
BillingNo access
TeamView only
ResellerNo access

Viewer​

Read-only access for monitoring and reporting.

PermissionAccess
DashboardView only
Lead ListsView only
SequencesView only (cannot send)
AlertsView only
API KeysNo access
BillingNo access
TeamView only
ResellerNo access

Managing Members​

Changing a Member's Role​

  1. Go to Account → Team
  2. Find the member in the list
  3. Click the role dropdown next to their name
  4. Select the new role
  5. The change takes effect immediately

Removing a Member​

  1. Go to Account → Team
  2. Click the three-dot menu next to the member's name
  3. Select Remove from Team
  4. Confirm the removal

Removed members:

  • Lose access to the team account immediately
  • Keep their own CronDB account (reverted to Free plan)
  • Do not have access to any shared data

Transferring Ownership​

The account owner (the person who created the account) can transfer ownership:

  1. Go to Account → Team
  2. Click Transfer Ownership
  3. Select a team Admin to receive ownership
  4. Confirm with your password

Shared Resources​

Team members can share the following:

ResourceSharing Behavior
Lead ListsShared lists visible to all members; private lists visible only to the creator
AudiencesVisible to all team members
Scoring RulesVisible to all team members
SequencesVisible to all members; only creators and admins can edit
Alert RulesPersonal alerts (creator only) or team alerts (all members)
TemplatesShared with all members when marked as team templates
API KeysEach member manages their own keys

Creating Shared vs. Personal Resources​

When creating a lead list, alert, or template, toggle the Share with team option to make it visible to all members.

Activity Log​

The Team page includes an activity log showing:

  • Who logged in and when
  • Resources created, edited, or deleted
  • Sequences activated or paused
  • API keys created or revoked

This helps administrators monitor team activity and audit access.

Next Steps​