Team and roles
Invite colleagues by email, understand what Owner, Admin and Member can each reach, and keep an eye on your seat count.
Settings, then Team settings. Invite your colleagues by email and give them a role.
The three roles
| Role | Access |
|---|---|
| Owner | Full control, including billing and topping up credits. A workspace can have several owners. |
| Admin | Configuration and operations: agent, channels, products, campaigns, conversations. No billing access. |
| Member | Working conversations and tickets. This is the default role on invitation. |
Seats
The number of seats depends on your plan — see Credits and billing. When every seat is taken, the counter says so and the Send Invite button is disabled.
What each role actually sees
Roles change the navigation, not just permissions:
- Automations and AI Center are admin and owner only, so a member never sees them in the sidebar.
- Billing is the one owner-only page. Admins and members see a restricted-access message.
- Inbox, Orders, Support, Leads, Channels, Integrations and Profile are open to every role.
A member who opens a page they cannot access is sent back to the inbox rather than shown an error.
FAQ and troubleshooting
Does everyone on the team have access to everything?
No. Each member has a role that grants access to specific parts of the platform. Only the Owner reaches billing.
The Send Invite button is greyed out
Every seat on your plan is in use. Upgrade the plan, or remove someone who no longer needs access.
I cannot set someone as Admin when inviting them
That is expected. They join as a Member, and you promote them once they have accepted.
What's next?
Credits are what the agent spends. Here is how they work.