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How to add a team member

Calendar icon marking the date this article was publishedMay 12, 2026
Clock icon marking how long this article takes to read5 min read

How to add a team member to your team

Adding a team member allows additional users from the same organization to access Spear, collaborate on campaigns, and share outreach profiles. This action can be done from the Dashboard under General Settings.  

Step-by-step

1st: In the Dashboard, open General Settings.

Side navigation with the settings gear icon highlighted at the bottom, beside the signed in user and their company

2nd: Select Teams to view all users currently associated with the organization.

3rd: Click on "Invite users"

Settings on the Team tab with the Invite users button highlighted

4th:

Copy the signup link displayed on the screen and share it with the team members.

“Share the following signup link with team members.”

Signing up through this link associates new users with the organization automatically. Each invited member can create an individual account, and Spear will connect it to the shared workspace.

Invite new users dialog with the signup share link and a Copy button

Removing a team member If a team member needs to be removed, this can be done from the same Teams section. Select the trash bin icon next to the user's name and remove the account from the organization's workspace.

Team members table with the delete icon on a member row highlighted

Conclusion

Working within the same workspace ensures that all team members collaborate using the same campaigns, profiles, and data. This improves coordination, reduces duplicated efforts, and keeps outreach activities aligned across the organization.

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