Skip to main content
Person Trail
Team & Roles

Managing Your Team

Add team members and assign roles based on your plan tier.

Your ability to add team members depends on your subscription plan. This page covers how to invite users and what each plan tier unlocks.

Plan Requirements

PlanAvailable Roles
FreeOwner only (can add Crew Members)
Starter ($39/mo)Owner + Coordinators
Pro ($99/mo)Owner + Admins + Coordinators

If you try to create a role that your plan does not support, you will see an upgrade prompt with a link to the billing page.

Adding Team Members

  1. Go to Settings > Team.
  2. Click Add Member.
  3. Enter the user's name, email, and select their role.
  4. Submit the form. An email invitation is sent automatically.

The new user receives an email with a link to set up their account and access the dashboard.

Who Can Create Users

Your RoleCan Create
OwnerAdmin, Coordinator, Crew Member
AdminCoordinator, Crew Member
CoordinatorCannot create users

Owners are the only role that can create Admins. Admins can create Coordinators and Crew Members but not other Admins.

Crew Member Limits

Crew members are added from the Crew page, not from Team settings. Plan limits apply:

PlanCrew Members
FreeUp to 3
StarterUp to 25
ProUnlimited

See Plan Limits for the full breakdown of limits across all plans.

Founding Member Access

Founding member organizations get Pro-equivalent role limits regardless of their subscription tier. Founding member orgs can add Admins and Coordinators even on Free or Starter plans.