How To

    Invite team members

    Manage your team and permissions in your workspace

    Inviting Team Members

    Adding team members to your workspace is straightforward:

    1. Navigate to Settings → Workspace.
    2. Scroll down to the Members section.
    3. Click "Invite Member".
    4. Enter the person's email address.
    5. Select their role (Member or Viewer).
    6. Add a personal message (optional).
    7. Click "Send Invitation".
    8. You can check their status or cancel the invitation in the Members section.

    Note: Invited members will receive an email with a link to join your workspace. The invitation link expires after 7 days.

    Team Roles & Permissions

    Choose the appropriate role based on what each team member needs to accomplish:

    PermissionOwnerMemberViewer
    Manage billing✓XX
    Invite/remove members✓✓X
    Create/edit agents✓✓✓
    Delete agents✓✓X
    View analytics✓✓✓
    Manage integrations✓✓✓

    Managing Existing Members

    Removing Members

    1. Navigate to Settings → Workspace.
    2. Click the three dots menu next to the member's name.
    3. Select "Remove Member" from the dropdown.
    4. Confirm the action.

    Note: Removing a member will immediately revoke their access to the workspace. Any changes they made to the workspace will remain.

    Changing Roles

    Currently not available.

    Troubleshooting

    Invitation Not Received?

    • Check spam/junk folder.
    • Verify email address is correct.
    • Cancel and resend the invitation from Settings → Workspace.
    • Wait and then try again.

    Next Steps

    With your team assembled, you're ready to:

    1. Create your first AI voice agent.
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