Inviting your team
Bring teammates into a shared workspace so cleaned lists, saved mappings, and CRM connections are there for everyone. Pro and Agency plans.
By Operelio team · Updated October 15, 2026
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What a shared workspace gives you
A shared workspace puts your whole team on the same tools, files, saved mappings, and CRM connections. One person sets up a HubSpot connection or a saved CRM mapping and everyone can use it, and the files you keep are visible to the team instead of stuck on one laptop.
Shared workspaces are on Pro and Agency plans. Starter is a single-seat plan.
Inviting teammates
Open Team settings
Go to Settings, then Team.
Send invites
Enter a teammate's email and send. They get an email invite and join your workspace from its link, with no plan to pick. If they sign up another way with the same address, with Google or Microsoft for example, they still join your workspace. Someone who already has an Operelio account on that address sees the invitation at the top of the app, with Join and Not now.
Set their role
Choose whether each person is an admin or a member as you invite them, or change it later.
Seats by plan
Each plan includes a set number of seats, and you can add more as you grow. Extra seats are billed monthly on their own subscription, even when your plan is billed quarterly or annually. A member who joins beyond the included seats is charged straight away for the rest of the current seat month. Removing a member gives no credit for the month already paid, and the lower count bills from the next monthly seat charge. If you cancel your plan, extra seats end with it.
| Plan | Seats included | Extra seats |
|---|---|---|
| Pro | 5 | $15 each |
| Agency | 10 | $25 each |
Roles and what admins control
Members run tools, work with files, and use the workspace's connections. Admins do all of that and manage the workspace itself.
| Admins can | What it means |
|---|---|
| Invite and remove teammates | Add members, change roles, and remove access. |
| Connect CRMs | Connect, reconnect and disconnect HubSpot, Salesforce and Pipedrive. Everyone pushes through the connection. |
| Revoke API keys | Only admins revoke keys. Members can create them too if an admin allows it. |
| Set credit limits | Limit how many verify, find or job credits a member can spend, so one big job does not drain the shared pool. |
| Set a Bridgeant limit | Choose the most Bridgeant can do for anyone in the workspace, from off or advice only up to running confirmed jobs. |
Handing a file to a teammate
Tasks are a light way to hand work to the right person without leaving Operelio. A task has a title, and a due date, notes, an assignee and a file if you want them. Anyone can assign one, and Home's Tasks tab shows everyone's on one board, from To do to Done. It is deliberately not a full project manager: no fields to fill in, no guilt badges. Tasks come with Files, from Starter up.
Frequently asked questions
Which plans can invite a team?
Pro and Agency. Both are multi-seat and share one workspace. Starter is a single-seat plan, and Free is one person.
How many seats do I get?
Pro includes 5 seats and Agency includes 10. You can add more at any time, billed per extra seat: charged straight away for the rest of that seat month, then monthly.
Can I stop one person from using all our verify credits?
Yes. An admin can set a per-member credit cap, so a member can only spend up to their limit from the shared pool.
Is Tasks a project manager?
No, and that is deliberate. A task is just a title, with a due date, an assignee and a file when it needs them, and the board has three columns, so handoffs are clear without extra process to maintain.
Ready to get started?
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