Invite team members and manage permissions

Invite team members, assign roles, and manage access to your sub-account.

Control who can access your sub-account and what they can do. Each team member gets a role that defines their level of access. You can invite users, change roles, and remove access at any time from Settings > Team.

Sub-account roles

Role	What they can do
Owner	Full access. Manage agents, contacts, workflows, settings, billing, integrations, and team members. Cannot be removed.
Admin	Same as Owner except cannot manage billing or transfer ownership.
User	Access to Inbox, contacts, and calendars. Cannot modify agents, workflows, or account settings.
Read Only	View-only access. Cannot edit, send messages, or make changes.

Invite a team member

1. Open Team settings

   Go to Settings > Team.

2. Enter details and select role

   Click Invite User. Enter first name, last name, email, and select the role (Owner, Admin, User, or Read Only).

3. Send the invitation

   Click Send Invite. The user receives an email with a setup link.

Change a role or remove a user

From Settings > Team, click a user’s name to edit their role or remove their access. Changes take effect immediately.