1
Open workspace settings
In Cobalt, click your workspace name in the top-left corner and select Settings. Then navigate to the Team section. You’ll see a list of all current members and their assigned roles.
2
Invite a member
Click Invite a member and enter the email address of the person you want to add. You can invite multiple people at once by entering several email addresses separated by commas.
Invitations are available on paid plans (Core, Copilot, Enterprise). The Free plan supports a single user.
3
Assign a role
Select the appropriate role for each invitee before sending the invitation. See the roles table below for a breakdown of what each role can access and do.
4
Member accepts and connects their accounts
The invitee receives an email with a link to join your Cobalt workspace. On their first login, they complete their own profile and connect their personal email and calendar accounts. This ensures that sequences are sent from their address and that Balt joins their meetings — not yours.
Roles and permissions
Important notes
- Multi-user access is available on all paid plans — Core, Copilot, and Enterprise. The Free plan is limited to 1 user.
- Each user connects their own email and calendar — this keeps outreach sequences personal and ensures meeting transcription works for each recruiter’s individual calls.
- Enterprise plan supports SSO/SAML for centralized identity management and offers granular role configuration for larger or more complex team structures. Contact sales for details.
Each team member should connect their own email account so sequences are sent from their personal address. Outreach that comes from a real individual — not a shared inbox — gets better response rates.