Invite teammates to your Grantboost account, understand seat limits by plan, and remove members when needed.
Where to manage your team
Team management lives under Account Settings > Team.
- Click your account menu and open Account Settings.
- Select the Team tab. Here you’ll find Manage Your Team, where you can invite members to collaborate on grant proposals and see everyone currently on your account.
How to invite a team member
- Go to Account Settings > Team.
- Under Invite New Team Member, enter the person’s email address.
- Click Invite.
- Confirm the invite when prompted (“Are you sure that you want to invite this team member?”).
Once submitted, you’ll see a confirmation (“Invite sent”), and the new member appears in your Current Members list.
If the email address already has a Grantboost account, the invite will fail with a message telling you an account already exists for that address.
What happens when someone is invited
When you invite a teammate:
- Grantboost automatically creates an account for them with a temporary password.
- They receive a welcome email with their login details so they can sign in and get started right away.
- They’re added to your organization and can immediately begin collaborating on your projects and grant proposals.
Team member caps by plan
How many people you can have on your team depends on your plan:
| Plan | Team members |
|---|---|
| Free | 1 (just you) |
| Solo / Find | 1 |
| Find & Write | 5 |
| Autopilot | Unlimited |
| Enterprise | Unlimited |
If you try to invite someone beyond your plan’s limit, you’ll see a pop-up letting you know you’ve reached your seat limit, with the option to upgrade to a plan with more seats. See Billing and Credits for how to upgrade.
Roles
Your team list shows each member’s role:
- Admin — the person who manages the team and can remove members. This is typically whoever set up the organization first.
- Member — everyone else on the team.
How to remove a member
Only an Admin can remove team members.
- Go to Account Settings > Team.
- Find the member you want to remove in the Current Members list.
- Click Remove next to their name.
- Confirm when prompted (“Are you sure that you want to remove this user?”).
The member is removed from your team and loses access to your organization’s projects.