Team Members & Roles
Invite teammates and control what each person can access.
Where to find it
Dashboard → Settings → Team Members card. It lists every member in your workspace with their role and join date.
Roles
| Role | What they can do |
|---|---|
| Owner | Full access — billing, team management, delete agents, all settings |
| Admin | Manage and publish agents, access all features except billing and team management |
| Editor | Create and edit agents, upload knowledge, manage tools — cannot publish or delete |
| Viewer | Read-only access to analytics and call logs — cannot change anything |
Owners can change the role of any non-owner member using the dropdown next to their name in the Team Members card.
Inviting members
Use the Invite Member form in the Team Members card. Enter the new member's email address and select their role, then send the invite. They receive a link to join your workspace.
Note · An invited user who signs up via the link is placed directly into your workspace — they do not create their own separate account.