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
Invite a member
1
Open the members page
From the dashboard, go to
/members. (You’ll only see the invite action if you’re an owner or admin.)2
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.
3
Manage pending invites
From the Invites tab you can resend an invitation (refreshes its 7-day expiry) or cancel it.
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
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.