Team
Manage your team
You can manage your team and invite new members by clicking the Team tab in the left sidebar.
Inviting Team Members
To invite a team member, click Invite User and enter their email address. They will not receive an email to join the platform, but will be able to login with the invited email using Sign in with Google/Microsoft.
Roles
There are three roles available for team members:
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Admin: Full access to all workspace settings and features. Can manage team members, billing, API keys, and all platform configurations. Admins can also invite and remove other team members.
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Manager: Access to most workspace features including creating/managing agents, viewing analytics, and managing phone numbers. Cannot modify billing settings or remove team members.
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Member: Basic access to use existing agents and view analytics. Cannot modify workspace settings, billing, or team members.
The workspace owner is automatically assigned the Admin role