Everyone you invite signs in with their own account and sees only what their role allows. Owners and Admins can invite; Staff, Managers and Viewers cannot.
- Open Settings in the sidebar and choose the Team tab.
- Press Invite member.
- Enter their Email and choose a Role. The default is Staff.
- Press Send invite →. They receive an email with a link.
- They open the link, log in or create an account with that same email address, and press Accept invitation →.
The invitation appears under Pending invitations until it is accepted. It expires after seven days and works only for the email it was sent to; if they sign in with a different address, they see an email mismatch and need to log in with the right one. Use Resend to send the link again, or Revoke to cancel it.
What each role can do
- Viewer can look at the workspace and change nothing.
- Staff also handles callbacks, contacts and bookings.
- Manager also edits the agent and its knowledge, configures bookings, manages templates, runs broadcasts and merges contacts.
- Admin also manages the team, connects integrations and clones a voice.
- Owner also manages billing, deletes the business, changes its kind of business and disconnects integrations.
The What each role may do table at the bottom of the Team tab shows the permissions role by role. A role decides what someone can change, not what notifies them.
Change a role, remove someone, hand over ownership
Change a role from the drop-down on their row. Only an Owner can grant Admin or Owner. To remove someone, press Revoke on their row and confirm Revoke access; they lose access at once, and any API keys they created stop working. To make someone else an Owner, press Transfer ownership, choose them under New Owner and press Make Owner. You stay an Owner until you change your own role.
Seats are limited by your plan
Each plan allows a number of team members per business, and joining takes a seat. If the plan is full, the invitation stays valid and works once a seat frees up. Settings › Billing shows the allowance on each plan, and the pricing page compares them.
Why can't I see the Team tab?
Only Owners and Admins can open it. If you need it, ask an Owner to change your role.
Can someone be on more than one business?
Yes. Each business has its own team and roles, so someone can be an Owner of one and Staff on another. See run more than one business.