Invite a teammate

Team and Scale plans include multiple seats — Team gives you five, Scale is negotiated. Every seat sees the same Products, the same briefings, and the same chat history. Herald isn’t built for departmental silos; it’s built so the two or three people running the company have the same Monday morning.

Send an invite

Go to Settings → Seats. You’ll see your current seat count and how many are used.
Click Invite a teammate. Enter an email.
The invitee gets a magic link. No password, no SSO setup — they click, they’re in.

New seats become active the moment the invitee accepts. The Stripe line item prorates to the day.

What they see

Every seat on an Account has the same view. All Products. All briefings, including the ones sent before they joined. All chat conversations. All watchlists. There is no per-Product ACL, no read-only role, and no per-seat notification filter.

This is deliberate. Product intelligence only works if the people acting on it are reading the same briefing. If you need read-only access for an investor or board member, export a briefing as a PDF and send that.

What they can do

Any seat can:

Read every briefing and chat
Ask Herald questions
Create and edit watchlists
Connect new integrations
Rename or reprofile a Product

Only the billing owner (the user who created the Account) can:

Change the plan
Delete a Product
Remove a seat
Update the payment method

Seat ownership transfers on request — email billing@withherald.co with the two users CC’d.

Remove a seat

Settings → Seats → Remove. The seat stops billing at the end of the current cycle; their magic-link sessions are revoked immediately.

Deleting a user doesn’t delete anything they wrote (saved chat threads, renamed Products). Chat history stays with the Account, keyed by timestamp, not author.

On Hobby and Starter

Hobby is single-seat. Starter is single-seat too — the tier is sized for a solo founder. If you’re hiring your first co-founder or chief of staff, upgrading to Team is the moment.