Team: members and roles
Creating a team (teams need a Plus, Pro or Ultra plan), inviting people, what the owner and members see, and how the team's wallet and seats work.
3 min read·Updated Oct 2026
Create a team
- Click your photo in the sidebar footer, then Add team
- Name the team and choose its plan: Plus, Pro or Ultra. You pay before the team exists, and it gets its own plan and wallet, separate from your personal account
- Already paying for a plan? You can bring it to the team: the plan and your whole balance go with it, and your personal account goes back to Basic. Or subscribe to a separate plan for the team
- The team appears under Workspaces, in the same menu. Whoever creates it is the owner
Invite people
Only the owner invites, and only in a team workspace.
- Open Settings → Invitations (or Invite members, in your photo's menu)
- Click Create invitation and pick the role — Owner or Member — and the link type: one-time or 24-hour
- Optional: type the person's email and Prophet sends the link by email. Otherwise, copy the link and send it yourself
Seats per plan
The limit counts everyone in the team, you included. It is the TEAM's plan that counts, not your personal plan.
| Team plan | People in the team |
|---|---|
| Plus | 3 |
| Pro | 10 |
| Ultra | 50 |
What each one sees and does
| — | Owner | Member |
|---|---|---|
| Conversations, campaigns, automations and mailboxes | All of the team's | Only the ones they created |
| Clients, Knowledge, contacts, opportunities and company profile | Everything | Everything — they are shared in the team |
| Meetings | All | Their own, plus client meetings not marked as private |
| Plan and buying credits | Yes | No — they can Notify the owner when the balance runs out |
| Members, invitations and Team settings | Yes | No |
| Secrets | Adds, replaces and deletes | Adds new ones; does not replace or delete |
| Connections (email, calendar, apps) | Their own | Their own — each person connects their own accounts |
The team's wallet
- Everything that runs in the team workspace spends the team's credits
- With the team wallet at zero, nothing new starts there — and Prophet never uses the owner's personal wallet instead
- Teams get no daily credit: they live on the team plan's credits and on purchases
- If the team's subscription is cancelled, nobody is removed and new invitations are blocked. The team uses the balance that is left — the month's plan credits end with the cancellation, purchased credits stay — and then needs a plan again
Whoever leaves the team leaves the work with the team.A removed member (or one who uses Leave team) loses access to the conversations, campaigns and automations they created there. The work stays with the team, and the person goes back to their personal account.
See also
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