Inviting Team Members

How to Invite

You can invite team members from the onboarding checklist ('Invite your team' step) or at any time from Settings > Members > Invite.

1. Enter the team member's email address
2. Select their role from the dropdown (Admin, Manager, Agent, or Viewer)
3. Click 'Invite' — the invited member is shown with a checkmark once the email has been sent

Roles Explained

1. Super Admin / Admin — full access to all features and settings
2. Manager — most permissions with team-level visibility
3. Agent — access to inbox, contacts, and core actions only
4. Viewer — read-only access across the platform