Overview
You can add, manage, or deactivate users in Apollo any time your team grows or changes.
Admins have a robust set of controls and permission profiles to limit what each new user can do in Apollo. This ensures that everyone on your team has the appropriate level of permissions to succeed based on their role.
To make changes to users and their roles, you need an admin account in Apollo.
The following sections explain how to add, manage, deactivate, and reactivate users.
Add Users
You can check your plan and the number of users allowed on your plan at any time. If you exceed the number of allowed users, Apollo charges you based on the type of Apollo plan you're on.
To invite new users to Apollo:
- Launch Apollo and click Settings > Users.
- Click New User.
- Select a permission profile, then enter the email addresses of the people you want to add. Click Send Invites.
- Apollo will send email invites for new users to create their account. They'll click Accept Invitation to set up a new login or sign in with your organization's single sign-on credentials.
Newly created accounts appear under Current users.
Manage Users
Apollo admins can manage the following settings for existing users directly in Current users:
User Setting | Description |
---|---|
Permission Profile |
Review users' assigned permission profiles. Click on a user's permission profile to assign a different one. Permission, Please!
Need to create a new permission profile? Check out Create and Assign Permission Profiles to learn how. ![]() |
Credits |
Click to set a credit limit for a user. This gives admins granular control over how many credits each user can consume on sales activities throughout Apollo. ![]() You can also check multiple users to update their credit limit in bulk. Check each user you want to update, then click Edit credit limit. Use the dropdown to set a new limit, then click Save. ![]() Credits 101
Jump into Apollo to learn more about credits or review your team's credit usage. |
Territories |
Click Assign territory to set each user's territory. This limits users to prospecting only the contacts or accounts located in their assigned territory. ![]() |
Team |
Click Assign team to add a user to a team within your Apollo instance. Teams are useful for grouping users to assign permission profiles or to use in filters on analytics reports. ![]() |
Deactivate Users
If a teammate leaves your company, you can deactivate their user account in Apollo.
You should also unlink their mailbox and reassign any scheduled emails to another mailbox. Otherwise, Apollo will mark scheduled emails from deactivated accounts as Not sent
.
To deactivate a user:
- Launch Apollo and click Settings > Users.
- Click ... next to the person that you want to deactivate, then click Deactivate.
- Click Deactivate to confirm.
To complete offboarding, unlink their mailboxes and reassign scheduled emails to another teammate's mailbox.
Deactivating a user doesn't affect your Apollo subscription or plan. If you need to reduce the number of seats on your plan, manage your subscription in Apollo.
Reactivate Users
To reactivate an inactive user:
- Launch Apollo and click Settings > Users.
- Click ... next to the inactive user that you want to reactivate, then click Reactivate.
- Click Reactivate to confirm.
Your teammate's account is now reactivated.