Team access
Invite teammates, choose their role, and set custom permissions.
Everyone who signs in to the workspace is a team user, whatever their role.
#Invite teammates
- Open Settings → Members.
- Under Invite, enter their email and choose a role.
- They get an email to join. Each counts once towards your plan's team users.
#Roles
| Role | For |
|---|---|
| Owner | Everything, including billing. |
| Admin | Runs the workspace: settings, members, websites and agents, connections and every record. |
| Manager | Leads the team: websites and agents, every conversation and record, CRM setup, and inviting teammates. |
| Teammate | Works the inbox and customer records; sees websites and agents without changing them. |
| Viewer | Reads conversations, records, websites and reports without changing anything. |
#Custom permissions
On Pro and Enterprise, Settings → Permissions lets you build permission sets, down to which fields a role can see or change, and assign them to people.