Inviting your team
Bring teammates into a shared workspace so cleaned lists, saved mappings, and CRM connections are there for everyone. Team and Agency plans.
By Operelio team · Updated July 2026
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What a shared workspace gives you
A shared workspace puts your whole team on the same tools, files, saved mappings, and CRM connections. One person sets up a HubSpot connection or a saved CRM mapping and everyone can use it, and the files you keep are visible to the team instead of stuck on one laptop.
Shared workspaces are on Team and Agency plans. Pro is a single-seat plan.
Inviting teammates
Open Team settings
Go to Settings, then Team.
Send invites
Enter a teammate's email and send. They get an email invite to join your workspace.
Set their role
Choose whether each person is an admin or a member as you invite them, or change it later.
Seats by plan
Each plan includes a set number of seats, and you can add more as you grow. Extra seats are billed per seat.
| Plan | Seats included | Extra seats |
|---|---|---|
| Team | 5 | $15 each |
| Agency | 10 | $25 each |
Roles and what admins control
Members run tools, work with files, and use the workspace's connections. Admins do all of that and manage the workspace itself.
| Admins can | What it means |
|---|---|
| Invite and remove teammates | Add members, change roles, and remove access. |
| Set credit caps | Limit how many verify credits a member can spend, so one big job does not drain the shared pool. |
| Set Bridgeant mode caps | Choose how far each member can take Bridgeant, from advice only up to running confirmed jobs. |
| See the audit trail | Review who ran what across the workspace. |
Handing a file to a teammate
Tasks are a light way to hand a file to the right person without leaving Operelio. A task has a title, a due date, an assignee, and the file it is about. Anyone can assign one, and it is deliberately not a full project manager: no status columns to maintain, no guilt badges.
On Team and Agency, a whole-team task view shows every open task across the workspace, so nothing sits waiting on the wrong person. Tasks themselves start on Pro for your own files.
Related
Frequently asked questions
Which plans can invite a team?
Team and Agency. Both are multi-seat and share one workspace. Pro is a single-seat plan, and Free is one person.
How many seats do I get?
Team includes 5 seats and Agency includes 10. You can add more at any time, billed per extra seat.
Can I stop one person from using all our verify credits?
Yes. An admin can set a per-member credit cap, so a member can only spend up to their limit from the shared pool.
Is Tasks a project manager?
No, by design. A task is just a title, due date, assignee, and the file it is about, so handoffs are clear without extra process to maintain.
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