Overloop AI allows you to manage your team members' access and roles within your account. Only account admins can invite new users, edit existing ones, or disable them.
To add new users to your company Overloop AI account:
Navigate to Settings > Team Members.
At the top right of the screen, click on Invite User.
Enter their information, select the role (User, Admin, View-Only), click on Send Invitation.
Roles: What Each Can Do
Admin
Full access: manage billing, users, campaigns, settings, integrations, exclusion lists, etc.
Can access campaigns created by other users and view prospects’ messages and replies.
Can change email signatures and account settings.
User
Can run campaigns, manage their own prospects, and connect their email accounts.
Cannot manage billing or organization-wide settings.
View-only (Enterprise only)
Read-only access to campaigns, stats, and reports.
Cannot launch, edit, send campaigns, nor change any settings.
Edit or Disable Users
To edit or disable a user:
Navigate to Settings > Team members
Click the Actions button (three dots) next to the user you want to modify.
Select Edit to change their details or role.
To disable the user, select Disable.
Note: A disabled user can no longer use their credentials to log in and does not have access to the platform.
Setting a User as Admin
Navigate to Settings > Team members
Find the user you would like to set as an admin, click the Actions button (three dots), and then Edit.
Go to Permissions, and from the Role drop-down, select Administrator.
Account Owner
The account owner is the person who first created the Overloop account and is always assigned the Admin role. This designation simply identifies one main contact for the account.
Change the Account Owner
Currently, there is no way to change the account owner from the platform interface. The current owner can email us at [email protected], and we will assist in making the change.