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Team member management in Topo is straightforward — you invite people by email, assign them a role, and they get access to the parts of the platform appropriate to their responsibilities. Roles are designed so that sales reps can focus on running campaigns while admins and owners retain control over workspace configuration and billing.
Only users with the Owner or Admin role can invite new members, change roles, or remove members from the workspace.

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Roles and Permissions

Topo uses three roles. Every member has exactly one role at a time.

Owner

Full access to everything in the workspace — including billing, plan management, and the ability to permanently delete the organization. There is typically one Owner per workspace.

Admin

Can manage team members, configure sender accounts, set up integrations, and change all organization settings. Cannot access billing or delete the workspace.

Member

Can create and run campaigns, build and manage their own sequences, and view shared templates. Cannot change organization settings or manage other users.
PermissionOwnerAdminMember
Run campaigns & sequences✅✅✅
View shared templates✅✅✅
Manage organization settings✅✅❌
Invite & remove members✅✅❌
Connect senders & integrations✅✅❌
Access billing & plan✅❌❌
Delete the workspace✅❌❌

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Inviting a Team Member

1

Open the Members page

Go to Settings → Members in the left sidebar.
2

Click Invite Member

Select the Invite Member button in the top-right corner of the members list.
3

Enter the email address

Type the email address of the person you want to invite. You can invite multiple people at once by entering additional email addresses on separate lines.
4

Assign a role

Choose Admin or Member from the role dropdown. You can change this later.
5

Send the invitation

Click Send Invite. Topo will send an email with a secure link the recipient must click to accept. The invite is valid for 7 days.
If a teammate can’t find the invitation email, ask them to check their spam folder. You can also resend the invite from the Pending Invitations section — see below.

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Changing a Member’s Role

  1. Go to Settings → Members.
  2. Find the team member in the list and click the ⋯ menu next to their name.
  3. Select Change Role.
  4. Choose the new role and confirm.
The change takes effect immediately. The member does not need to log out and back in.
Demoting the only Owner to Admin is not allowed. If you need to transfer ownership, first promote another Admin to Owner, then change your own role.

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Removing a Member

  1. Go to Settings → Members.
  2. Click the ⋯ menu next to the member you want to remove.
  3. Select Remove Member and confirm the action.
Removing a member immediately revokes their access to the workspace. Their historical activity (sent messages, completed sequences) is preserved. Any sequences they were running remain in place and can be reassigned to another sender.

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Pending Invitations

Invitations that haven’t been accepted yet appear in the Pending Invitations section at the bottom of the Members page. From there you can:
  • Resend an invite to send a fresh email with a new expiration date.
  • Revoke an invite to cancel it before it’s accepted.

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Seat Limits

Your plan includes a maximum number of seats (active team members). When you reach your seat limit:
  • The Invite Member button is disabled.
  • You’ll see a notice explaining that your workspace has reached its member limit.
To add more seats, go to Settings → Billing and upgrade your plan or purchase additional seats. Pending (unaccepted) invitations count against your seat limit, so revoke any outstanding invites you no longer need if you’re close to the cap.