Team members & roles
Invite people to your account and control what each of them can change.
An account can have more than one person on it. Each person holds a role, and the role decides what they are allowed to change.
The roles
| Role | What they can do |
|---|---|
| Owner | Everything, including plan and billing. |
| Admin | Manage workspaces and members. Cannot change billing. |
| Member | Use and edit operational content — agents, knowledge, campaigns. |
Billing is the clearest line between the roles: only the Owner can change the plan or the payment method. An Admin who opens the billing page is told that billing is owner-managed and shown plan usage instead.
The Owner role is not something you hand out from the members list — it is not offered when inviting someone or when changing an existing member's role.
Inviting someone
- Open Manage on the workspace to reach the members list.
- Choose to invite a member.
- Enter their email address.
- Choose their Account role — Member, or Admin if you are the Owner.
- Send the invitation. They receive an email with a link that adds them to the account once they accept it.
Who can invite whom follows the roles: Owners can invite Admins or Members; Admins can invite Members only. The role selector shows just the roles you are allowed to hand out.
Invitations waiting to be accepted
A pending invitation stays in the members list until it is accepted. From there you can resend it — useful when the first email was missed — or revoke it, which cancels the invitation so the link no longer works.
Changing or removing a member
The members list lets you change a member's role or remove them from the account. Removing someone revokes their access; it does not delete the agents, knowledge, or campaigns they created, which stay in the workspace they belong to.
Access scope
Members added today have access across the whole account, so a role means the same thing in every workspace.
Accounts that existed before that was true can still have members limited to particular workspaces. Those members show an Upgrade to account-wide access action, which only the Owner can use, and which moves them onto the current model. It is a one-way change — there is no control to narrow someone back down to individual workspaces.
Related
- Workspaces — what a workspace holds, and what is shared across the account instead.
- Plan & billing — the part only the Owner controls.