Exerta supports team access on all paid plans, so you can bring your whole team into a single workspace. Invite colleagues, assign roles that match their responsibilities, and give everyone exactly the access they need — nothing more, nothing less. Whether you’re a two-person team or a large marketing department, roles keep your workspace organised and your data protected.
Team access is available on Starter and above. The Free plan is single-user only.
Roles
Each team member is assigned one of four roles. Permissions are cumulative — more senior roles include everything below them.
Inviting team members
Adding a new team member takes less than a minute.
Open Settings → Team
Navigate to Settings in the left sidebar, then select Team.
Click Invite Member
Select the Invite Member button in the top-right corner of the Team page.
Enter the email address
Type the email address of the person you want to invite.
Select a role
Choose the appropriate role from the dropdown — Owner, Admin, Editor, or Viewer.
Click Send Invite
Hit Send Invite. Your team member will receive an email invitation and can join your workspace immediately.
Audit log
Every action taken in your workspace is recorded automatically. Go to Settings → Audit Log to see a timestamped history of who changed what and when — including agent edits, rule changes, team invitations, and billing updates. The audit log is available to Owners and Admins and cannot be modified or deleted.
Scale and Enterprise
On Scale and Enterprise plans, you get access to advanced access controls that go beyond the standard four roles — including custom permission sets and stricter restrictions for sensitive workflows. You also get a dedicated Slack channel shared between your team and the Exerta team, so you can get fast answers and collaborate in real time.
To learn more or enable advanced controls, use the Book a Call link in your dashboard to speak with the team directly. 