Quick Answer
The Teams feature lets you manage multiple professionals' listings from one central account. Add team members with Content Manager or Admin roles to edit listings, respond to messages, and handle leads—all while the account owner maintains control over billing and team membership.
Overview
Organizations with multiple professionals (law firms, medical practices, consulting groups) often need centralized management. Rather than each professional managing their own account, you can use a single owner account with team access to coordinate all activity across your professionals.
How It Works
The Account Structure
Account Owner: Controls billing, team membership, and overall settings
Team Members: Access granted based on role (View-Only, Content Manager, or Admin)
Listings: Each professional has their own Profile listing under the owner's account
Adding Team Members
Navigate to Dashboard > Account Settings > My Team
Click Add Team Member
Enter their email address
Select a role (View-Only, Content Manager, or Admin)
Set access duration (Until Canceled or specific date)
They'll receive an invitation valid for 72 hours
Role Capabilities
Role | Can View | Can Edit Listings | Can Purchase Leads | Can Accept Pro Bono |
View-Only | ✓ | ✗ | ✗ | ✗ |
Content Manager | ✓ | ✓ | ✗ | ✗ |
Admin | ✓ | ✓ | ✓ | ✓ |
Switching Between Accounts
Team members with access to multiple accounts see an account switcher at the top of the dashboard content area. One click switches between accounts, loading that account's listings, messages, and leads.
Important Notes
Purchases by Admin team members are charged to the account owner's payment method
Pro bono cases accepted by team members count against the owner's monthly limit
Team members cannot see other team members (privacy by design)
Content Managers and Admins can fully edit listings, handle rejections, and resubmit for review
FAQs
How many team members can I add? Free accounts get 1 team member. Sponsor accounts get 3 team members per sponsor listing (stackable—10 sponsor listings = 30 team slots).
Can team members manage their own payment method? No. All purchases are charged to the account owner. Team members cannot add their own payment methods.
What happens if someone leaves the organization? The account owner can remove access instantly from the My Team page. Access is revoked immediately.
Can a team member be on multiple accounts? Yes. The same person can be a team member on multiple Heritage Web accounts and switch between them using the account switcher.