Invite your team: roles, admins & lenses
Add teammates and control what each person can see and do.
Invite people
Go to Settings → Team → Invite. Enter an email, pick a Level and Function, and send. They get an email to join.
Levels
- Member — works the inbox and the tools their function allows.
- Admin — configures the workspace (inboxes, routing, AI, integrations).
- Owner — full control, including billing and approvals.
Functions & lenses
A member's Function (CS Support, CS Success, Product, Engineering, Marketing, Sales, Compliance, CEO) sets their lens — the view of PilotPM tailored to their job, so a support rep sees the inbox while a PM sees insights and roadmap. Change someone's function any time from the team list.
Finance / billing contacts
Need procurement or finance to manage the subscription without using the product? Invite them as a billing admin — they can see billing and invoices, take no seat, and are kept out of operational screens.
Seats
Your plan includes a set number of seats. Archiving a member frees their seat (and you can restore them later). Billing admins and archived members don't count against the cap.
Auto-join by domain
Add your company's email domains in Settings → Team so new signups from those domains join this workspace automatically.
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