Invite your team

Everyone on your team shares the workspace's raises, investor lists, and plan. Each person has their own login, their own monthly credits, and their own LinkedIn in HeyIntro.

Go to Team in the sidebar (or Settings → Team & seats).

Roles

Role	What they can do	Cost
Owner	Everything, including billing and ownership.	Paid seat
Admin	Everything, including billing.	Paid seat
Member	The full platform, except billing.	Paid seat
Connector	Connect their LinkedIn and answer intro requests only. Good for advisors, board members, and investors who want to help.	Free

Every plan is priced per person. During the free trial you can invite as many people as you like at no cost.

Invite someone

Only owners and admins can invite people.

1. Go to Team and find Invite a teammate.
2. Enter their email address.
3. Choose a role: Member, Admin (owner only), or Connector.
4. Click Invite.
5. Click Copy link and send the link to them yourself, for example by email or chat. HeyInvest doesn't email the invite for you.

Invite links expire after 14 days. To send a fresh link, invite the same email again. The new link replaces the old one. To cancel an invite, click Revoke under Open invites.

On a paid plan, your bill goes up by one seat when a Member or Admin accepts. The change is prorated on your next invoice.

Accept an invite

1. Open the invite link.
2. If you don't have a HeyInvest login, enter your name and create a password, then click Create login and join. If you already have one, click Sign in to accept.
3. Review and accept the Terms of Service.

The invite only works with the email address it was sent to.

Change roles and remove people

• The owner can click Make admin, Make member, Make connector, or Make owner next to a person. Making someone owner transfers ownership, and the old owner becomes an admin.
• Click Remove to take someone off the team. Their seat and their unused credits for the month are removed. Admins can remove members and connectors. Only the owner can remove admins.
• Anyone except the owner can click Leave team.

Intro requests for connectors

When a teammate finds an investor through a connector's LinkedIn network in HeyIntro, they can ask that connector for an intro. The request appears on the connector's home page with a suggested message.

The connector can click Copy message, then Open … on LinkedIn to forward it, and finally I made the intro or I can't help with this one. The teammate is notified either way.

See who's using credits

Owners and admins can go to Settings → Credits & unlocks to see each person's credits used, emails and phones unlocked, and emails sent.