Users, Teams & Roles
Manage who can access your workspace and what they can do from Settings → Users and Settings → Teams.
Invite teammates and manage their accounts on the Users page. Each member signs in with their own account and sees the same workspace.
Group members into Teams (Settings → Teams) to route conversations and organize work.
Each member has a role that controls access:
- Owner — full control, including billing and members.
- Admin — manage settings, channels, and the AI agent.
- Operator — work the Inbox and day-to-day operations.
- Viewer — read-only.
The dashboard adapts to each member’s role.