---
title: "Invite your team"
description: "Send workspace invitations from the + button or the Team page, pick a role, and manage pending invitations."
url: https://help.k3x.ai/en/articles/51-invite-your-team
collection: "Getting Started"
updated: 2026-10-04
language: en
---

# Invite your team

Send workspace invitations from the + button or the Team page, pick a role, and manage pending invitations.

Seats are unlimited on the Adaptive plan, so invite everyone who touches a deal.

## Send an invitation

1.  Click the **+** button in the top bar and choose **Invite team**. You can also go to **Settings → Team**.
    
2.  Enter your teammate's **email address**.
    
3.  Pick the **role** they will have once they accept.
    
4.  Send. K3X emails them a link to sign up, or to sign in if they already have a K3X account.
    

Until they accept, the invitation sits in **Pending Invitations** on the Team page.

## The four roles

-   **Owner**: full access to all organization resources. That is you, and the role is locked.
    
-   **Administrator**: manage all organization resources, including Team, Billing and workspace settings.
    
-   **Sales Manager**: full CRM access, team management, pipeline and deal control.
    
-   **Sales Representative**: work with assigned companies, deals and communications. The usual choice for reps.
    

Not sure? Start reps as Sales Representative and promote them later from the Team page.

## Manage members

Everything lives in **Settings → Team**:

-   See each member with their role.
    
-   Change a member's role.
    
-   Remove a member. They keep their K3X account and any other workspaces; they lose access to this one.
    
-   Review and clear pending invitations.
    

## Things to know

-   You cannot invite the same email twice while an invitation is pending.
    
-   A teammate can belong to several K3X workspaces with the same email. They switch from their avatar menu.
    
-   Removing someone does not change your bill. Seats are unlimited.
    
-   Records a removed member owned keep their data. Reassign the **Owner** field from the record page or with **Assign** in the Action Bar.
    

## Related

-   Roles and permissions: Owner, Administrator, Sales Manager, Sales Representative
    
-   Team and workspaces: invite, change roles, remove, switch
    
-   A tour of the K3X app