Managing Members
Invite team members, manage access, and remove members from your workspace.
Inviting Members
Open the Team Page
Navigate to Dashboard → Team from the main sidebar.
Send an Invitation
Click Invite Member and enter their email address. Choose an initial role for the member (you can change this later).
Invitation Delivery
The invited person receives an email with a link to join your workspace. They have 7 days to accept before the invitation expires.
If the invite expires, you can resend it from the Team page.
Member Joins
Once they accept, the new member appears in your team list. They can access agents based on the role assigned to each specific agent.
Managing Existing Members
Changing Roles
From the Team page, click on a member to update their role. You can:
- Assign a different system role (Admin, Editor, Viewer, Support Agent)
- Assign a custom role (Pro+ plans)
- Set per-agent access — choose which specific agents this member can work with
Removing Members
Click the remove button next to a member's name to revoke their access immediately. Removed members:
- Lose access to all agents and data
- Cannot rejoin without a new invitation
- Their past actions remain in the audit log
Only the workspace owner or members with the team.invite and
team.manage_access permissions should manage invitations and per-agent
access.
Per-Agent Access
Beyond roles, you can control which agents each member can access. This is useful when:
- Different team members manage different products/brands
- Contract workers should only see their assigned agents
- You want to limit exposure to sensitive conversations
From the Team page, select a member and assign their role for each agent individually.
Audit Trail
Every team action is logged in the Audit Log (accessible from the main sidebar):
- Member invited
- Member joined
- Agent access updated
- Member removed
The audit log is available on all plans and cannot be deleted.