Managing Your Team Members

You can manage your team members, their roles, and pending invitations from the Account > Team page.

Who can manage the team?

• Owners can invite, remove, and change the role of any other member.
• Admins can invite, remove, and change the role of Editors and Agents.

Viewing Team Members

The table on this page shows a list of everyone who has access to your team's workspace.

• Member: Shows the user's name, email, and profile picture.
• Role: Shows their current role (Owner, Admin, Editor, or Agent).
• Status:

  • Active: The user has accepted the invitation and can access the account.

  • Pending: An invitation has been sent, but the user has not yet created their account or logged in to accept.

    

Changing a Member's Role

1. Find the member in the list.
2. Click the dropdown menu in the Role column.
3. Select the new role you want to assign them. The change is saved automatically.

Note: Only the Owner can promote a user to the Admin role.

Removing a Team Member

1. Find the member you want to remove.
2. Click the trash can icon in the Actions column.
3. Confirm the removal in the dialog box that appears.

When you remove a team member, they will immediately lose all access to your team's workspace, including chats, customers, and campaigns. If the user was pending, their invitation will be invalidated.