Add team members, manage seats, share resources and collaborate better with Team Mode.
🧑💼 Add a member to your team
To add someone to your team, go to the Settings > Team members section and click “Add team member”.
A modal will open.
Paste the person’s LinkedIn profile URL.
Click “Send request”.
📌 Important: the person must already have a Kanbox account.
They’ll receive a confirmation popup indicating they’ve been invited to join your team.
They can accept or decline.
If they accept, they’ll be added to your team immediately and continue using Kanbox as usual — no data is lost.
🤝 What happens once the member joins?
As soon as someone joins your team:
Their lead lists can be shared with the team (if sharing is enabled),
Their email credits are pooled into the team’s shared quota,
They gain access to any team pipeline templates created by the team manager.
They still work independently but benefit from all shared team resources.
🪑 Manage team seats and subscriptions
As a team admin, you can purchase extra seats on your subscription and assign them to team members.
To assign a seat, go to Settings > Team Members and use the seat assignment button next to each name.
🗑 Remove a member from your team
You can remove a team member at any time.
Just click the 🗑️ icon next to their name in the team member list.
Their Kanbox account will remain active, but they’ll lose access to the team — including shared credits, leads, and templates.