Team Collaboration
Collaborate with your team on customer outreach with shared credits and cross-product awareness
Overview
AskUsers Enterprise enables team collaboration for customer expansion. Multiple team members can work together on customer outreach while sharing credits and maintaining visibility across all products and customers.
Enterprise Feature
Team collaboration is available exclusively on the Enterprise plan ($99/month). View pricing →
Key Features
Multi-User Teams
Invite team members with different roles (Owner, Admin, Member, Viewer) to collaborate on customer outreach.
Multi-Product Support
Manage multiple businesses/products within a single team. Each product has its own customer list and outreach context.
Shared Credits
Team credits are pooled and shared among all members. Track consumption by member with detailed audit logs.
Cross-Product Awareness
See when a customer exists across multiple products. Get warnings before contacting recently-reached customers.
Enterprise Plan Details
| Feature | Included |
|---|---|
| Price | $99/month or $990/year |
| Credits | 2,000/month (team shared) |
| Team Members | Up to 5 included |
| Businesses/Products | Up to 5 included |
| Extra Member Seat | $19/month |
| Extra Business Slot | $29/month |
Need more than 5 members or products? Team owners and admins can purchase add-on seats and slots directly from the Team Settings page. See Purchasing Add-ons below.
Team Roles & Permissions
Business Permissions
| Permission | Owner | Admin | Member | Viewer |
|---|---|---|---|---|
| View all businesses | ✓ | ✓ | ✓ | ✓ |
| Create new business | ✓ | ✓ | ✓ | ✗ |
| Edit any business | ✓ | ✓ | ✗ | ✗ |
| Edit own business | ✓ | ✓ | ✓ | ✗ |
| Delete any business | ✓ | ✓ | ✗ | ✗ |
| Delete own business | ✓ | ✓ | ✓ | ✗ |
| Configure Stripe | ✓ | ✓ | Own only | ✗ |
| Configure sender verification | ✓ | ✓ | Own only | ✗ |
Customer Permissions
| Permission | Owner | Admin | Member | Viewer |
|---|---|---|---|---|
| View all customers | ✓ | ✓ | ✓ | ✓ |
| View customer data (unmasked) | ✓ | ✓ | ✓ | ✗ (masked) |
| Import customers (CSV) | ✓ | ✓ | Own biz only | ✗ |
| Import customers (Stripe) | ✓ | ✓ | Own biz only | ✗ |
| Delete customers (cleanup) | ✓ | ✓ | Own biz only | ✗ |
| Draft emails | ✓ | ✓ | Own biz only | ✗ |
| Regenerate email content | ✓ | ✓ | Own biz only | ✗ |
| Send emails | ✓ | ✓ | Own biz only | ✗ |
| Use batch operations | ✓ | ✓ | Own biz only | ✗ |
| Log customer replies | ✓ | ✓ | Own biz only | ✗ |
| Edit customer analysis | ✓ | ✓ | Own biz only | ✗ |
| Regenerate persona in language | ✓ | ✓ | Own biz only | ✗ |
Team Administration
| Permission | Owner | Admin | Member | Viewer |
|---|---|---|---|---|
| View team settings | ✓ | ✓ | ✓ | ✓ |
| Invite members | ✓ | ✓ | ✗ | ✗ |
| Remove members | ✓ | ✓ | ✗ | ✗ |
| Change member roles | ✓ | ✓ | ✗ | ✗ |
| Edit team settings | ✓ | ✓ | ✗ | ✗ |
| Purchase add-ons | ✓ | ✓ | ✗ | ✗ |
| Delete team | ✓ | ✗ | ✗ | ✗ |
"Own biz only" means Member role users can only perform this action on businesses they created themselves. They can view all team businesses and customers but can only make changes to their own.
Masked data: Viewer role users see customer emails as j***@example.com and financial data (total spent, payment count) is hidden. This provides visibility for reporting without exposing sensitive customer information.
Getting Started with Teams
Subscribe to Enterprise
Go to Pricing and select the Enterprise plan. Complete checkout to activate team features.
Create Your Team
- Go to Settings → Team
- Enter your team name
- Your team is created with you as the Owner
Invite Team Members
- Go to Settings → Team → Members
- Click Invite Member
- Enter the email address and select a role
- The invitee receives an email with a join link
Set Up Products
- Go to Settings → Businesses
- Click Create New Business
- Configure each product with its own description, incentives, and outreach settings
Import Customers
Import customers to each product via CSV or Stripe. The system automatically detects if a customer email exists in other team products.
Cross-Product Customer Awareness
When working with team products, AskUsers helps prevent duplicate outreach and provides visibility across products.
Customer Detection
When importing or viewing customers, you'll see:
- "Also in X products" badge if the customer exists in other team products
- Contact warning before emailing a customer who was recently contacted about another product
- Cross-product timeline showing all interactions across products (for Admins)
Why Allow Duplicates?
Same customers can exist in multiple products because:
- Different Context: Each product needs its own analysis and personalized outreach
- Separate Conversations: Customer conversations about Product A are separate from Product B
- Independent Tracking: Reply tracking and metrics are product-specific
Admins can view a customer's complete history across all team products in the Team Admin Dashboard.
Team Credits
How Team Credits Work
- All team members share a single credit pool
- Any member (except Viewers) can consume credits for analysis
- Credits are tracked per member for accountability
- Team owner receives low-balance warnings
Credit Consumption Tracking
View credit usage by member:
- Go to Settings → Team → Credits
- See total team balance and per-member consumption
- View detailed transaction history
Purchasing More Credits
Team credits can be purchased as add-on packages:
| Package | Credits | Price |
|---|---|---|
| Team Credits | 1,000 | $49.90 |
Credits are added to the team pool and shared among all members.
Purchasing Add-ons
Team owners and admins can purchase additional capacity directly from the Team Settings page without contacting support.
Available Add-ons
| Add-on | Price | Description |
|---|---|---|
| Extra Member Seat | $19/month | Adds one team member slot |
| Extra Business Slot | $29/month | Adds one business/product slot |
| Team Credits Pack | $49.90 one-time | Adds 1,000 credits to team pool |
How to Purchase Add-ons
Navigate to Team Settings
Go to Settings → Team in your dashboard.
Find the Add-ons Section
In the team card, you'll see buttons for "Add Member Seat" and "Add Business Slot" in the upgrade section.
Complete Checkout
- Click the add-on button you want to purchase
- You'll be redirected to Stripe Checkout
- Complete the payment with your card
- Your limits are increased immediately upon successful payment
Add-on subscriptions are tied to your team's primary Enterprise subscription and will be billed on the same billing cycle.
Team Admin Dashboard
Admins have access to a team-wide dashboard showing:
Team Analytics
- Total customers across all products
- Emails sent with per-member breakdown
- Reply rate by product and member
- Credit consumption by member
Activity Monitoring
- Recent customer imports
- Emails sent today/this week
- Replies received
- Member activity log
Cross-Product Customer View
- View all customers grouped by email
- See which products each customer is in
- View interaction history across products
- Identify cross-sell opportunities
Team Notifications
Team members receive email notifications for:
| Event | Recipients |
|---|---|
| Invitation to join team | Invitee |
| Member joined team | Team Owner |
| Low credit balance | Team Owner, Admins |
| Credit purchase | Team Owner |
Managing Your Team
Changing Member Roles
- Go to Settings → Team → Members
- Find the member
- Click the role dropdown
- Select the new role
Removing Members
- Go to Settings → Team → Members
- Find the member
- Click Remove
- Confirm removal
Removed members lose access immediately but their past activity remains in the audit log.
Transferring Ownership
Only the Owner can transfer team ownership:
- Go to Settings → Team
- Click Transfer Ownership
- Select the new Owner
- Confirm transfer
FAQ
Coming Soon
SSO/SAML Integration
Enterprise teams will soon be able to use their corporate identity provider (Okta, Azure AD, Google Workspace) for authentication.
Weekly Team Digest
Automated weekly email summaries of team activity, including emails sent, replies received, and credit usage.