Team Plan Required: Team member invitations are only available on Team and Enterprise plans. Free, Plus, and Pro plans are single-user only.
Overview
Add colleagues to your organization so they can collaborate on submissions, quotes, policy analysis, and more. All team members share the organization’s subscription and credit pool.Who Can Invite Members?
Team members with “Invite Members” permission can send invitations. By default, the organization owner (the person who created the organization) has this permission.How to Invite Team Members
1
Navigate to Invite Members
From the sidebar, click “Invite Members” (bottom section).
2
Click 'Invite Members' button
Open the invitation form.
3
Enter team member details
Provide:
- Full name - Team member’s first and last name
- Email address - Where the invitation will be sent
4
Click 'Send Invitations'
The system sends email invitations to the provided addresses.
5
Team members accept
Recipients receive an email invitation with a link to join your organization. They click the link, create their account (or log in if they already have one), and join your organization.
Duplicate Prevention
The system prevents duplicate invitations:- You cannot invite the same email address twice if they’re already a member
- You cannot invite the same email if there’s a pending invitation
Managing Team Members After Invitation
Once team members join:- Set permissions - Control what they can access via Permissions
- Monitor activity - See their actions in the Dashboard’s Recent Activity
- Track usage - View organization-wide credit usage (individual usage tracking not currently available)
Removing Team Members
To remove a team member from your organization:- Navigate to Permissions
- Find the team member in the list
- Click “Remove Member” or “Revoke Access”
- Confirm the removal
Best Practices
Set permissions immediately
Set permissions immediately
After inviting members, configure their permissions in the Permissions page. Don’t assume default permissions match your needs.
Use work email addresses
Use work email addresses
Invite team members using their work email addresses for better organization and accountability.
Assign roles clearly
Assign roles clearly
Communicate to team members what their role is and what they’re responsible for in Mulligan.
Review team regularly
Review team regularly
Periodically review your team list and remove members who no longer need access.
Provide training
Provide training
Help new team members get started by sharing documentation and providing a brief orientation to the platform.
Plan Requirements
Free, Plus, and Pro Plans
- Single-user only - Cannot invite team members
- Upgrade required - Must upgrade to Team or Enterprise to add colleagues
Team Plan
- Multiple users - Invite as many team members as needed
- 2,010 monthly credits - Shared across the entire team
- $999/month - Flat rate regardless of team size
Enterprise Plan
- Unlimited users - No restrictions on team size
- Unlimited credits - No usage limits
- Custom pricing - Tailored to your organization
Upgrade to Team Plan
View plan details and upgrade to start inviting team members
Credit Sharing
All team members share the organization’s credit pool:- Credits are organization-level - Not assigned to individual users
- Anyone can use credits - Any team member can perform actions that consume credits
- Shared visibility - Everyone can see the organization’s credit balance
- No individual tracking - Cannot track which team member used which credits
Monitor your credit usage carefully when you have multiple team members. Consider the Team Plan (2,010 credits/month) or Enterprise (unlimited) if your team uses features heavily.
Frequently Asked Questions
Can team members belong to multiple organizations?
Can team members belong to multiple organizations?
No. Each user can only belong to one organization at a time. If they need to leave your organization to join another, they must be removed first.
Do team members need their own subscription?
Do team members need their own subscription?
No. Team members do NOT pay separately. They’re covered under your organization’s subscription. You pay one flat rate for the Team Plan regardless of how many members you have.
Can I limit which features team members can access?
Can I limit which features team members can access?
Yes. Use the Permissions page to grant or revoke access to specific modules like Submissions, Quoting, Policies, Commissions, and Integrations.
What if a team member forgets their password?
What if a team member forgets their password?
They can use the “Forgot Password” link on the login page to reset their password via email.
Can invited team members invite more members?
Can invited team members invite more members?
Only if they have “Invite Members” permission. By default, only the organization owner has this permission, but you can grant it to others via the Permissions page.