Invite your team and set roles

Admins manage the team under Settings → Team.

Invite someone

1. Go to Settings → Team and choose Invite.
2. Enter their email address and pick a role.
3. They receive an email with a link to set their password and join your workspace.

Roles

• Agent: works conversations and calls, and uses the CRM.
• Supervisor: everything an agent can do, plus broadcasts, reports and team oversight.
• Admin: full access, including billing, channels, integrations and CRM settings.
• QA manager: reviews calls and conversations for quality.

Removed someone by mistake?

Removed teammates stay in the list. Open their row and choose Re-enable to give them access again. Admins can also send a password reset from the same place.