Invite Your Team

Add reps to your Vidgram workspace and assign the right roles.

Getting your team into Vidgram takes about 30 seconds per person. Once they accept the invite, they can start recording and sending videos right away.

How to invite someone

  1. Click Members in the sidebar.
  2. Click Invite Members in the top right.
  3. Paste one or more email addresses in the textarea (separated by commas or new lines β€” up to 50 at a time).
  4. Pick a role that applies to everyone in the batch: Owner, Manager, Ops, or Rep.
  5. Click Send Invites.

[SCREENSHOT: Invite Members dialog with textarea, role selector, and seat-impact notice]

They'll each receive an email with a link to join your workspace. If they don't have a Vidgram account yet, they'll create one during the sign-up flow.

If your plan is seat-based, the dialog will remind you that each invitee adds a seat to your next invoice.

Understanding roles

Vidgram has four roles:

Owner

  • Full access to everything
  • Invite and remove team members
  • Manage billing and subscription
  • Change workspace settings
  • Create and manage integrations (Salesforce, HubSpot)
  • Access team-wide analytics

Owners are your admins. You can have more than one Owner on a workspace.

Manager

  • Create and manage campaigns
  • Use the messaging console
  • Invite new team members
  • Change workspace settings
  • View team dashboards and analytics
  • Record and send videos

Managers run day-to-day operations and team configuration but can't change billing or assign other members' roles.

Ops

  • Use the messaging console
  • Invite new team members
  • View team dashboards and analytics
  • Record and send videos

Ops members handle day-to-day team operations (adding reps, adjusting messaging) without the workspace-settings or billing rights a Manager or Owner has.

Rep

  • Record and send videos
  • Work on assigned campaigns
  • View their own activity and video history

Reps have everything they need to do video outreach but can't manage campaigns or access team-level data.

Managing existing members

To change someone's role or remove them:

  1. Click Members in the sidebar.
  2. Find the person in the list.
  3. Click the three-dot menu next to their name.
  4. Choose Change Role or Remove Member.

[SCREENSHOT: Users list with the three-dot menu expanded showing Change Role and Remove Member options]

When you remove someone, they lose access to the workspace immediately. Their sent videos and analytics data stay in the workspace -- nothing gets deleted.

Pending invites

Invites that haven't been accepted yet show under the Pending Invites section of the Members page. You can resend or cancel a pending invite from the three-dot menu.

Invites expire after 7 days. If someone misses the window, send them a new one.

Team plan billing

The Team plan uses per-seat pricing. Each user you add to the workspace increases the monthly bill. There's no hard cap on the number of users -- add as many as you need.

To manage your plan, go to Billing in the sidebar.


Still stuck? Email us at support@vidgram.ai and we'll get back to you within one business day.