Team Management
Invite teammates, assign roles, and manage access to your organization
Team settings control who can access your organization and what permissions they have.
Open Team Settings
Go to Settings > Team.
You will see:
- Current members
- Role for each member
- Pending invitations
Roles
Current role model:
owner: Full ownership, cannot be removed from the UIadmin: Broad access (except owner-only responsibilities)member: Standard operational access
Invite a Team Member
- Click Invite Member.
- Enter email.
- Choose role (
adminormember). - Send invitation.
The invite appears under Pending Invitations until accepted or revoked.
Change Role
For non-owner users, use the role selector in the member table to switch between admin and member.
Remove a Team Member
- Click the remove icon next to the member.
- Confirm removal.
The user immediately loses access to the organization.
Revoke Pending Invitations
Use the revoke action in the pending invitations table to cancel unaccepted invites.
Troubleshooting
Invitation not received
Confirm the email address and check spam/quarantine filters.
Cannot change or remove a user
Owner accounts are protected in the UI and cannot be removed through standard team actions.
// Related articles
Employee Settings
Manage employee records used for attribution and reporting
Organization Settings
Configure core organization profile and operating defaults
Notification Settings
Control operational alerts and team notification behavior
Goals Settings
Configure CX goals and performance targets for your team
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