Manage team members

Use this guide to invite teammates, choose the right access level, and remove company workspace access when needed.

• Navigate to Team

Before you start

• Required access: admin.
• You need the email addresses of the people you want to invite.
• Estimated time: about 5 minutes.

Role guide

Role	Best for	Typical access
Admin	Workspace owners	Full access, including team administration
Manager	Operational leads	Most day-to-day platform work
Agent	Support users	Conversation-focused access

Invite a team member

1. Open Team.
2. Click Add Member.
3. Enter one or more email addresses.
4. Click Send Invites.
5. Ask invitees to accept the email invitation using the same address that was invited.

If invited users already have an account, they can sign in. If not, they should sign up with the invited email address.

Change a member's role

1. Open Team.
2. Find the member.
3. Open the role control for that member.
4. Select the new role.
5. Confirm the change if the platform asks you to do so.

Remove company workspace access

1. Open Team.
2. Find the member you want to remove.
3. Use the remove action next to their row.
4. Confirm the removal.

Removing a member does not delete their account. It only removes access to the current company workspace.

How to know it worked

• New invites appear in the Team area or sent-invite view.
• Role changes are visible immediately after saving.
• Removed members no longer appear as active company workspace members.

If something goes wrong

Problem	What it means	What to do
The user did not receive an invite	The email may be delayed or filtered	Ask them to check spam or resend the invite
The wrong email was invited	The invitation points to the wrong account identity	Remove or resend using the correct address
You cannot add or remove members	Your account may not be an admin	Confirm your own role before retrying

Related guides

• Team feature overview
• Sign up
• Platform FAQ