This guide explains how to invite team members to your PhantomBuster workspace, manage access and keep everything organized for smooth collaboration.
Add members to your workspace
To work on automations together, you can invite others to join your PhantomBuster workspace. Each member will need their own PhantomBuster account and must verify their email before they can join.
How to invite a teammate
- Log in to your PhantomBuster workspace and hover over your name in the top right corner.
- If you have more than one workspace, ensure the correct workspace is selected from the drop-down menu next to your currently active workspace. Look for the ✔️ symbol next to the active workspace name.
- Under the Workspace section, click Users & accounts.
- You are in the Users tab, from there click + Add user.
- Enter their email address and click Add user to send the invitation.
How many users can be added to a workspace
You can invite up to 100 users per workspace.
Keep in mind: all members share the same workspace resources (slots, execution time, emails & AI credits) so make sure your plan supports your team’s activity level.
Manage workspace roles and permissions
By default, every new user is added as a Member. You can change their role to Admin or Owner depending on what access they need.
Each role comes with different permissions:
Owner
There is only one Owner per workspace. The Owner has full control over everything, including billing, settings, and user management.
They can:
- Invite or remove any user, including Admins.
- Promote or demote users between Admin and Member roles.
- Manage the workspace name, time zone, CRM/API integrations, and account-wide resources.
Admin
Admins can manage most aspects of the workspace, including automations and users.
- Can invite or remove Members.
- Can promote Members to Admins, but only the Owner can demote Admins.
- Cannot access billing or change workspace-level settings like the name or time zone.
- Cannot disconnect CRM/API integrations.
Member (default)
Members have limited permissions focused on project-level collaboration.
- Can view and edit Phantoms and Workflows.
- Cannot invite or remove users.
- Cannot access workspace settings, billing, or integrations.
How to change someone's role
When you add a new user to your workspace, they are automatically assigned the Member role.
- Log into your PhantomBuster workspace and hover over your name in the top right corner.
- If you have more than one workspace, ensure the correct workspace is selected from the drop-down menu next to your currently active workspace. Look for the ✔️ symbol next to the active workspace name.
- Under your Workspace section, select Users & accounts.
- In the Users tab, find the user in the list and on their row, use the dropdown menu in the Role column to assign them a new role.
Tips for assigning roles
- Use Owner only for someone responsible for billing and settings.
- Use Admin for teammates who manage automations or users.
- Keep Members for those contributing to projects without access to sensitive settings.
How to change the workspace Owner
You can’t assign the Owner role through the Users tab.
To transfer workspace ownership, you must update the email address associated with the current Owner’s account.
→ Follow the steps in our guide: How to transfer ownership of your PhantomBuster workspace.
Remove a user
From the same Users tab, you can remove someone from the workspace:
- Log into your PhantomBuster workspace and hover over your name in the top right corner.
- If you have more than one workspace, ensure the correct workspace is selected from the drop-down menu next to your currently active workspace. Look for the ✔️ symbol next to the active workspace name.
- Under your Workspace section, select Users & accounts.
- From the Users tab, click the three dots menu of the user you want to remove and select Remove user from Workspace.
Share a LinkedIn account without workspace access
Sometimes, you need to automate on someone else’s behalf but don’t want to invite them to your workspace. You can connect their LinkedIn account using a magic link instead.
This is ideal when:
- You're running outreach for clients or colleagues.
- You need multiple LinkedIn accounts to scale your outreach.
- The person doesn't need to view or manage anything in your workspace.
To learn how this works, follow our step-by-step guide: How to connect a LinkedIn account via magic link.