The Team section allows you to add, manage, and set permissions for your team members within Heartbeat AI. Here’s how you can effectively manage your team:

Adding Team Members

The number of team members you can add depends on your subscription plan. To add a new team member:

  1. Click the "Add new team member" button.
  2. Enter the team member’s name and email address.
  3. Assign relevant permissions (see below for details).
  4. Click "Save" to finalize the addition.

If you need additional seats beyond your plan’s limit, please schedule a call with our team to discuss your options.

Managing Permissions & Access

You can customize each team member’s access level by enabling or disabling specific permissions:

  • Access to Heartbeat – Grants access to search and use Heartbeat AI.
  • Master Privileges – Allows the user to manage team settings, billing, and permissions.
  • Access to CRM – Enables integration with connected CRMs.
  • View Team Contacts – Allows users to view contacts added by other team members.

Setting Credit Limits

Admins can limit the number of credits a team member can use per month. To set or adjust limits:

  1. Locate the team member’s row.
  2. Under "Limit per month", enter the desired credit allocation.
  3. Click "Save" to apply changes.

Tracking Usage & Reports

You can monitor team activity by reviewing:

  • Used Credits – Tracks how many credits each team member has consumed.
  • Monthly Usage Reports – View a breakdown of usage for the past 12 months.

Removing a Team Member

If you need to remove a team member:

  1. Locate the user in the team list.
  2. Click the trash icon next to their name.
  3. Confirm the removal.

For any questions or adjustments to your team limits, schedule a call with our team.