Settings
Team members and roles
Invite your team and decide what each person can do.
Open Settings → Members (account owners only). Team members share your agents, plan and credits, and chats can be assigned to them in the inbox.
Invite someone
Click + Invite member and enter their name, email (their login), a temporary password and a role. Share the password with them — they can change it under Settings → Account.
Roles
| Role | Can do |
|---|---|
| Owner | Everything, including billing, members and API keys. |
| Admin | All agents: settings, knowledge, channels, inbox — no billing. |
| Support | Inbox, leads, Q&A and the Playground — can't change settings. |
Manage members
- Reset password — they're signed out of every device.
- Change a member's role at any time, or remove them.
- Members can leave a workspace under Settings → Account → Leave workspace.
Availability
Each member sets Online, Busy or Away from their account menu; departments use it to assign chats.
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