Members share access to your organization’s agents, calls, and settings. Each member has a role that determines what they can do. Only owners and admins can invite members or manage roles.
Roles
| Role | Can do |
|---|---|
| Owner | Full control; cannot be removed or leave without transferring ownership |
| Admin | Manage members, agents, calls, and settings |
| Manager | Operate day-to-day features |
| Member | Read-only access; configuration pages are hidden |
Invite a member
Open the members page
From the dashboard, go to
/members. (You’ll only see the invite action if you’re an owner or admin.)Send an invite
Click Invite member, enter the teammate’s email, and choose a role. They appear under the Invites tab as Pending until they accept.
The invitation shows in the “Membership invites” list with its role and date.
Accept an invitation
Invitations sent to your email appear under Invitations for you on the/members page. Click Join organization to accept and switch into that organization.
Remove a member or leave
- Owners/admins can remove any member except the owner using the trash icon on the Members tab.
- Non-owners can leave an organization from the members settings (this immediately removes access).
- Owners must transfer ownership or delete the organization before leaving.
Troubleshooting
I don't see the Invite member button
I don't see the Invite member button
A teammate didn't get their invite
A teammate didn't get their invite
Resend it from the Invites tab and ask them to check spam. Invitations expire after 7 days; resending refreshes the expiry.
I can't remove the owner
I can't remove the owner
The owner can’t be removed. Transfer ownership first, then remove the account if needed.