How to add and manage your Team

Create a Team account in Snov.io to share credits, recipients, and records with your teammates.

Teamwork provides shared access to premium tools, LinkedIn add-ons, plan limits, and team-wide data management with flexible permission control.

Roles and permissions in Teamwork

Roles in a Team define each member’s overall options for managing team settings and data access.

There are two main roles in Teamwork:

• Team Leader — has full access to all team data and records without restriction.
• Team Member — access depends on the permissions set by the team leader.

Members can have permissions that determine access a member has to team data.

There are two permission levels for team members:

• All (team) records — access to view and manage all data and records created by any team member.
• Only own records — access limited to the records the member has created themselves after joining the team.

Work in Team as a Team leader

The Team Leader is responsible for overall management: inviting and removing members, handling pending or inactive members, managing team data, billing, permissions, etc.

Invite members and create a Team

To create a team, add members from the My Team page.

Use the Invite option to send invitations via email. You can invite any user who isn’t currently a member of another team in Snov.io.

If the invitee already has a Snov.io account, they’ll see the invitation on their dashboard.

If they don’t, they’ll receive an email invitation with instructions to sign up and create an account.

Once your invitation is accepted, the team is created automatically, and you become the Team Leader.

Manage team members

On the My Team page, you can view all team members and their current status, remove or reactivate members, and manage their data access permissions.

For deactivated members (those who left the team), you can either reactivate them or remove them from the team permanently.

Access Team data

As a Team Leader, you have full access to all data within the team account, including all records created by other team members.

You can view and manage all prospect lists, campaigns, Unibox messages, deals, and analytics created by your team.

After being removed from the team, member’s records remain accessible and usable. You can transfer records (prospects, deals, campaigns) from a previous (now inactive) member to another active team member.

Set and edit permissions

As a Team Leader, you can manage each member’s level of access to team data by assigning permissions:

• Only own records — the member can view and manage only the records they personally created.
• All (team) records — the member can view and manage all records created by any team member.

Set data export access

As a Team Leader, you can control whether team members are allowed to export shared team data.

Toggle the Allow export option on or off:

• When enabled — members can download prospect lists and other data created by other team members.
• When disabled — members can still view shared data (if permitted) but won’t be able to export it.

Tracking team performance

In the Team statistics section, you can monitor the results of each member’s campaigns.

It provides a quick overview of key metrics, including prospects added, emails sent, open rates, and reply rates.

For more detailed analytics per member or account, go to the Reports dashboard.

Manage billing

In a Team, the team leader is responsible for managing everything related to billing and subscriptions. This includes purchasing and renewing the team’s plan, DFY mailboxes, and LinkedIn add-ons.

On the Team dashboard, members can see the countdown to the next plan renewal.

To view your team’s plan, active add-ons, and domains, go to the Billing section in your account.

Team limits and usage

Teams and their members share the same quotas and limits, including credits, recipients, and warm-up slots, based on the team’s selected plan.

The number of credits and recipients available to the team depends on the plan chosen by the team leader.

On the My Team page, you can track total team usage and individual usage for each member. See the Used column next to every account on the list.

Team limits reset at the start of each billing period. The “Plan renews in” countdown shows when your team’s monthly limits will reset.

LinkedIn automation slots

Team leaders can purchase LinkedIn Automation add-ons and assign slots to team members.

Both team leaders and members can manage and use the add-on directly from their Snov.io Team account.

The add-on enables automated actions such as connection requests, messages, and post likes, with support for multiple connected profiles and dynamic content personalization.

Team members can also create and run multichannel campaigns that combine email and LinkedIn outreach.

For detailed setup instructions, see the full guide: How to use LinkedIn Automation in Team.

Email sender accounts (existing and DFY mailboxes)

Teams have unlimited slots for connecting email accounts. 

In addition to connecting existing accounts from any provider, you can purchase pre-configured DFY mailboxes to save time on setup.

Team members can share credentials for DFY mailboxes, add them to their team account, and use them for sending campaigns.

Connect existing accounts or set up DFY mailboxes here.

Limits for adding prospects

The team limit for saving prospects using Finder tools is 150,000 prospects per 24 hours. This limit is shared across all team members.

Each team member also has a personal limit of 100,000 prospects per 24 hours.

Work in Team as a Team member

Members have shared access to premium Snov.io tools, add-ons, and features, as well as team account quotas and limits according to the team’s plan.

Personal & Team workspace

When you join a team, your workspace is divided into two workspaces — personal and team.

Visually, both look the same, but they store different data (the Team data and your Personal data).

You can be part of a team and still work in your personal account as before joining the team.

All your records, sender accounts, prospects, lists, campaigns, and deals remain separate in your personal workspace.

Note: All data in your personal workspace (personal data) stays private — your team and teammates don’t have access to it.

You can switch between your Team and Personal workspaces from the quick menu in your profile. Your team leader’s account name will be shown in the menu.

Access Team data

Team members can access (view) team data (other member’s records) based on the permissions set by the team leader.

Depending on the permission, you will be able to view prospect lists, campaigns, conversations in the Unibox, deals in CRM, etc.

There are two permission levels (defined by the team leader):

• Personal records only – you work only with your own data (records you created yourself as a team member).
• All team records – you have access to the Team data (records created by everyone on the team).

Team vs Personal data for members

When you join a Team, you start working with Team data, which belongs to the Team account.

While you’re a team member, you work with Team records — including those of other members — as well as your own records created in your Team workspace.

Team data includes everything collected or imported by team members while being part of the Team.

Your personal data (created before joining a Team) remains in your personal workspace. You can switch between your personal and Team workspaces anytime from your account settings.

Any data and records created by you while in the Team belong to the Team.

This means that when you leave the Team, your data will stay in the Team account. The Team leader can transfer that data to another active member if needed.

Teamwork across Snov.io tools

Here’s how to access teamwork features across different areas of your Snov.io account:

Prospects

Team members can view other members' prospect lists based on the permissions.

To filter lists by owner, use the dropdown at the top of the Prospects page to show lists belonging to specific team members.

Team members may be allowed to export other members' lists if given Allow export permission by the team leader.

Custom prospect fields are not shared between team members. Each member can only use the fields they’ve added themselves.

Campaigns

• Shared access: Team leaders can view all members’ campaigns. Members may view others’ campaigns and statistics depending on the permission, but cannot edit them or change settings.
• Ownership: Only the account owner can create, edit, or launch their own campaigns.
• Filter by owner: To review other members' campaigns, use the Filter option on the Campaigns page.

Email & LinkedIn accounts

• Shared access: Only the account owner can use their connected email and LinkedIn accounts in campaigns. Team members cannot use each other’s accounts for sending or rotation.