Team and permissions
Invite your team and set permissions
Add people, choose their role, and decide which accounts they can see.
2 min read
Everyone gets their own login, so you can see who did what, assign conversations and hand out tasks.
Invite someone
- Open Team. In a personal workspace it's also linked from Settings, under Team and billing.
- Choose Invite someone.
- Add their Email and pick a Role.
- Choose Send invite. They get an email with a link to set a password.
Who can do what
| Role | What they can do |
|---|---|
| Owner | Everything, including the plan, billing and switching to an agency account. |
| Admin | Sees every account, and can change business details, phone numbers and settings. |
| Member | Sees only the accounts you give them, and does the day-to-day work in them. |
Payment settings, such as bank details, are limited to owners and admins, or someone made an admin of that account, because they decide where customers' money goes.
Choose what a member sees
Members start with no accounts. On Team, use the accounts button beside their name to tick the ones they can open.
Change or remove someone
Use the menu beside their name to Make admin, Make member or Remove from agency. Once removed, they lose access straight away.
Your own login
Change your name, photo, email or password on Your profile. Sign out everywhere is there for a lost phone, or a computer you shouldn't have stayed signed in on.
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