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Managing Team Members

Invite colleagues to your company, change their roles, remove members and transfer ownership.

On this page

Everyone who needs the dashboard gets their own login, invited by an Owner or Admin. To open the page:

  1. At the bottom of the sidebar, click Account Settings.

  2. Open the Companies tab and select your company.

  3. Click Members.

Company Members and Invitations with the Invite Member button, three members and a pending invitation

Roles

RoleWhat they can do
OwnerEverything, including transferring ownership and deleting the company. Each company has one Owner.
AdminManage members and settings, and pay for agents and manage billing. An Admin can't change or remove the Owner.
ReadonlyView conversations, settings, billing and invoices. They can't change anything or invite anyone.

Inviting a Member

  1. Click Invite Member.

  2. Enter the person's Email.

  3. Choose a Role: Admin or Readonly.

  4. Click Send Invitation.

Invite New Member dialog with the Email field and the Role selector

The person gets an email with a link that works for 7 days. They need to use the address you invited. See Accepting an Invitation.

Pending Invitations

Invitations not yet accepted are at the bottom of the list. Click the three dots on one:

  • Resend Invitation: sends the email again and gives the person another 7 days. It also works on an expired invitation.

  • Cancel Invitation: withdraws it. Click Remove Invitation to confirm.

Three-dot menu on a pending invitation with Resend Invitation and Cancel Invitation

To invite someone with a different role, cancel the invitation and invite them again.

Changing a Role

Click the role next to the member's name and choose Admin or Readonly. The change applies right away. You can't change your own role or the Owner's.

Removing a Member

  1. Click the three dots on the member's row.

  2. Choose Remove Member and confirm.

They lose access to this company right away. Their account and their other companies stay. To give them access again, send a new invitation.

To leave a company yourself, see Leaving a Company.

Transferring Ownership

Only the Owner can do this.

  1. Click the three dots on the member who will become the Owner.

  2. Choose Transfer Ownership.

  3. Click Transfer Ownership again to confirm.

They become the Owner and you become an Admin. Only the new Owner can transfer it back.

Last updated November 4, 2026