Settings
Team
Invite members, give them roles and per-product access, revoke invitations
Settings > Team lists the workspace members and pending invitations. Owners and admins manage it.
Invite
- Add rows of email + role: Admin or Member (default). An owner can't be invited.
- Optionally set the member's access (below).
- Send invites. The person gets a join link; until they accept, they are under Pending invitations, where you can revoke the invitation.
Roles and access
- Owner — created the workspace; the only one who can delete it.
- Admin — full access to every product.
- Member — only what Edit Access gives them:
| Product | Levels | Scope |
|---|---|---|
| Assistants | None / Read / Write | All agents or selected ones |
| Chats | None / Write | All messengers or selected ones |
| Calls | None / Read / Write | — |
| CRM | None / Read / Write | — |
| Integrations | None / Write | — |
| Billing | None / Write | — |
Remove
⋮ next to the member > Delete User. They lose access at once.
Next
Help me solve it
Happ answers right away and hands over to a manager when needed.