Members & Teams
Invite team members, manage roles, and organize agents into teams.
Go to Settings > Members to manage everyone in your workspace.
The member list shows each agent's Name, Phone, Email, Role, Team, Joined date, and Last Sign-in.
Use the search bar to find a member by name or email.
Inviting Members
Click Invite Agent, enter the person's email, select their role (Admin, Manager, Agent, or Viewer), and optionally assign them to a team and team role (Lead or Member). An invitation email is sent automatically.
The invite button is disabled when your seat limit is reached. Click Add Seats to upgrade.
Editing a Member
Click the pencil icon on any member row to open the Edit Agent modal.
You can change their Role and Team assignment (including team role) from here.
Admins cannot edit their own role.
Removing a Member
Click the trash icon on the member row and confirm. The agent is deactivated immediately and can no longer log in. Their data and conversation history are retained.
Managing Teams
Go to Settings > Manage Teams (also accessible from the settings gear popup) to create and edit teams.
Each team has a name, a list of members, and one or more Leads. At least one Lead is required per team.
Toggle 'Members can view all contacts' per team to allow that team's agents to see contacts assigned to other teams.
Team Controls
The Team Controls toggle on the Manage Teams page — 'Show only same-team members in assignee list' — restricts the conversation assignee dropdown in the inbox to show only agents in the same team as the current user.
When disabled, all org members are shown in the assignee dropdown.
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