Teams and billing

Working with a team

Invite teammates, choose what each person can do, and hand off ownership of the workspace.

Inviting someone

Go to Settings → Manage team.
Under “Invite a teammate”, enter their email, pick a role, and click Send invite.
They get an email with a link. Invites expire after 7 days. Pending invites can be revoked from the same page.

The person has to accept while signed in with the email you invited. If they already have their own numanknows workspace, the app keeps opening that one. Ask them to sign up with the invited address if they want to work in yours.

Roles

Owner: everything, including transferring ownership. Each workspace has exactly one.
Admin: everything except transferring ownership. Admins manage the team and billing.
Member: works deals: pipeline, notes, diligence, documents, chat, and purging rejected deals.
Viewer: read-only access to the pipeline and deals.

Changing the team

Disable removes someone’s access without deleting them, and they stop counting as a seat. Enable brings them back.
Remove takes them off the team.
Make owner (owner only) hands the workspace to someone else. You become an admin.
Anyone but the owner can Leave a workspace from their own row.

Still stuck? Contact us.