Organization
Users & Teams
Manage Team Members and Access
Team Management
Invite team members, assign roles, and organize them into teams for efficient conversation routing.
Inviting Members
- Go to the Team page from your organization menu.
- Click Invite Member.
- Enter email addresses (comma-separated for bulk invite).
- Assign a Role.
Roles & Permissions
| Role | Description |
|---|---|
| Owner | Full access to all settings, billing, and data. Cannot be removed. |
| Admin | Can manage integrations, team members, and view all reports. |
| Agent | Access to Inbox and Assigned Conversations. Cannot change org settings. |
Account Settings (Personal)
Individual users can configure their preferences in Settings > Account:
- General: Profile information
- Security: Password management
- Notifications: Email and in-app notification preferences
- Canned Responses: Personal quick replies (visible only to you)
- Appearance: Theme and UI customization