Team & Roles

Invite colleagues into your workspace and give each person exactly the access they need — from full control to read-only.

Add a team member

Open Teamfrom the sidebar. If you have permission to manage the team, you'll see an Add team member form at the top of the page.

1. 1
   Enter the person's email address in the email field.
2. 2
   Choose a role from the dropdown — Administrator, Manager, Agent, or Viewer.
3. 3
   Select Add. They're invited and appear in the members list right away.

What each role can do

A role decides how much of the workspace a person can see and change. From most to least access:

• Owner — the person who created the workspace. Full control over everything, including billing and the team. Every workspace has one Owner.
• Administrator — full access, including managing team members. Admins can invite people and change how the workspace is set up, just like the Owner.
• Manager— day-to-day operational access to run agents, calls, and the workspace's features, without managing the team.
• Agent — works inside the app on calls and related tasks, with a narrower set of permissions than a Manager.
• Viewer — read-only. Viewers can look at the workspace and its data but cannot make changes.

Who can manage the team

Only Owners and Administratorscan add or change team members. If you sign in as a Manager, Agent, or Viewer, the Team page is read-only — you can see who's on the team, but the Add team memberform is hidden and a banner reminds you that your role can't make changes.

The members list

Everyone in your workspace is listed together so you can see the team at a glance. For each person you'll see their:

• Name— or “Invited user” until they finish signing in.
• Email — the address their invitation was sent to.
• Role — Owner, Administrator, Manager, Agent, or Viewer.
• Status — whether the account is active or still pending.