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Team

Invite teammates and assign roles

Roles control what each person can do. Owners can manage billing, admins can manage everything else, agents reply to conversations, viewers are read-only.

Invite

  1. Team in the dashboard nav
  2. Click Invite teammate
  3. Email + name (optional) + role
  4. They get a magic-link email to set their password

Roles

Role Can do
Owner Everything, including billing and removing other owners
Admin Manage settings, team, channels, workflows. Cannot manage billing.
Agent Reply to conversations, edit deals, fire workflows
Viewer Read-only access to dashboards and reports

Change someone's role

Team page → role dropdown → pick a new role. Effective immediately.

Remove a teammate

Trash icon next to their row. The last owner can't be removed.

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