How to Invite & Manage Team Members in FirstSales
Invite teammates with the right role and workspace access, track and cancel pending invites, and onboard whole companies with invite links or domain allowlists.
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Open Settings → Team
Team management lives under Settings → Team. It's a tabbed panel: Members, Invitations, Groups, Links, and Domains. Which tabs you see depends on your permissions — you need invite rights to see Invitations and Links, and org-settings rights for Domains.
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Invite people
On the Invitations tab (or Invite on the Members toolbar), open the Invite team members drawer. Each row is one invitee: an email and a role. Click Add another to invite several at once, then Send invitations.
One Workspace access setting applies to everyone in the batch — grant all workspaces or pick specific ones.
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Choose the right role
FirstSales has five roles, from most to least access:
- Owner — full access including billing and org transfers. Can't be assigned by invite (there's one, set at creation).
- Admin — manage members, settings, and all workspace content.
- Manager — manage campaigns, contacts, and workspace content.
- Member — standard access to campaigns and contacts.
- Viewer — read-only.
You can only grant roles at or below your own level.
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Track and cancel pending invitations
The Invitations tab lists each invite with the invitee's email, who sent it, when, its role, and a status: pending, accepted, expired, or cancelled. To pull one back, hover a pending row and cancel it — you'll confirm before it's revoked.
There's no "resend" button: to re-invite someone whose invite expired, cancel it (if still listed) and send a fresh one.
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Manage existing members
The Members tab shows everyone with their role, a workspace-access pill ("All workspaces" or a count), and an active/suspended status. The row's kebab menu lets you Edit workspace access, Suspend/Unsuspend, or Remove — each gated by your permissions, and never available on your own row or an owner.
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Share an invite link
For open onboarding, use the Links tab. Create a shareable join link with an optional permission group, a max uses cap (blank = unlimited), and an expiry in days (blank = never). Anyone with the
/join/…link joins under those settings. Revoke a link anytime — that can't be undone. - 7
Auto-join by email domain
To onboard a whole company automatically, add your domain on the Domains tab. Anyone who signs up with an email at an allowed domain is auto-assigned up to a max role you set (member, viewer, or manager — not admin). Remove a domain and new signups from it stop auto-joining.
Pro tips
Hard-won shortcuts that keep warm-up on track.
Invite least-privilege, upgrade later
Start people at Member or Viewer and raise them if they need more. It's easier to grant access than to explain why someone had too much.
No resend — cancel and re-invite
There's no resend button. If an invite expires, cancel the old one and send a new invitation rather than hunting for a resend that isn't there.
Invite links for cohorts, invites for individuals
One-off hire? Send an invitation. Onboarding a whole team or agency? A capped, expiring invite link saves you typing every email.
Domain allowlist for company-wide rollout
If everyone shares a company domain, the Domains allowlist auto-assigns new signups a role — no per-person invite needed. Cap the max role sensibly.
Frequently asked questions
Where do I invite team members?
Settings → Team → Invitations (or the Invite button on the Members tab). The drawer lets you add multiple email+role rows and set one workspace-access scope for the batch.
What roles are available?
Owner (full access, not invitable), Admin, Manager, Member, and Viewer (read-only). You can only assign roles at or below your own level.
How do I cancel an invitation?
On the Invitations tab, hover a pending invite and cancel it (you'll confirm first). Only pending invites can be cancelled.
How do I resend an invite?
There's no resend action. If an invitation expired, cancel it and send a new one from the invite drawer.
Can I limit someone to specific workspaces?
Yes. The invite sets a workspace-access scope (all or specific workspaces), and you can later Edit workspace access from a member's kebab menu on the Members tab.
How do I onboard a whole company at once?
Add your email domain on the Domains tab so new signups auto-join up to a max role, or share a capped, expiring invite link from the Links tab.
How do I remove or pause a member?
On the Members tab, open a member's kebab menu to Suspend/Unsuspend or Remove them (subject to your permissions). You can't do this to yourself or to an owner.
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