Team Management

Manage team members, assign roles, create teams, and invite new users.

Path: Settings > Team Management

Team Members

View and manage all users in your organization.

Column	Description
Username	The team member's display name
Email	The team member's email address
Phone Number	The team member's phone number (if provided)
Role	The team member's assigned role (determines permissions)
Teams	The teams the user belongs to
Actions	Available actions for managing the user

Action	Description
View Permissions	Opens the Role Permissions Matrix showing what each role can access
Change Role	Use the dropdown in the Role column to change a user's role. A confirmation dialog will appear.
Assign Teams	Use the Teams dropdown to assign or remove users from teams
Remove User	Click the delete icon to remove a user from the organization. A confirmation dialog will appear.

Users can view what permissions each role has by clicking the shield icon next to "Invite User" to open the Role Permissions Matrix.

Role	Description
Super Admin	Full access to everything, including billing and organization deletion
Admin	Full access except billing and organization deletion
Marketer	Can manage campaigns, broadcasts, and marketing features
Service Agent	Can handle customer chats and conversations
Analyst	Read-only access to analytics and reports

Access to certain features depends on your assigned role. Contact your organization administrator if you need different permissions.

Create and manage teams within your organization. Teams help organize users and can be assigned to handle specific handover scenarios.

Action	How To
Create a new team	Click "Create Team", enter a team name, and click "Create"
Edit a team name	Click the edit icon next to the team name, modify the name, and click "Save"
Delete a team	Click the delete icon next to the team, confirm the deletion

To invite a new team member:

The invited user will receive an email invitation to join your organization.

note

The number of team members you can invite depends on your plan. Check Billing to see your limits.