Inviting your team, and what each role can do

Invite people from Admin → Team in the sidebar: type their work email, pick a role and press Send invite. They get an email with a link where they choose their name and a password, and that creates their account inside your workspace.

Choosing a role

Roles are a ladder, not a set of boxes to tick. An owner can do everything an admin can, and an admin everything an agent can.

The full breakdown of what each one may do is in Roles: owner, admin, agent.

You can only invite someone below your own role. An owner can invite an admin or an agent. An admin can invite agents only; the Admin choice is greyed out for them. Nobody can invite an owner: that seat is created by signup and there is one of it.

An email address can belong to only one account in the whole product. If someone already has an account anywhere, or already has a pending invitation from you, the invite is refused.

Hours, for members who take calls

If your bot books calls (your next step), the people who take them are team members, and each member has their own hours.

• A member sets their own on Your account → Your hours: the weekly hours, days off and, if they work somewhere else, their own time zone. Every role can, an agent included.
• An owner or admin can set anyone's on Admin → Team. The team table has a column that reads "Hours set" or "No hours yet", and an Hours button on each active member's row opens the same editor in a panel. An agent does not see the button.
• A member with no hours is skipped when the bot offers times, and a card on your bot's to-do says who. Add their hours there, or ask them to.

So inviting a new member who will take calls takes two steps: invite them, then make sure they have hours and are ticked as a host on Next step. The full story is Your hours.

What happens to the invitation

• It expires after seven days. After that the link stops working. Press Resend to send a new link with a fresh seven days; an expired invitation also stops blocking a fresh invitation to the same address. The list under the team table shows when each one expires.
• You can revoke it any time before it is accepted (Revoke).
• A pending invitation holds a seat against your plan's team limit. That is on purpose: otherwise you could send ten invitations on a three-seat plan and only discover the limit as the fourth person tried to accept, which is a much worse moment to find out. Revoking an invitation frees its seat immediately. The Seats card on the Team page counts them, and says how many invitations are pending.
• Accepting verifies the address. The invitation arrived by email and was clicked from it, so the new member is not asked to verify separately.

Who can manage whom

Managing a member — changing their role, deactivating or reactivating them — needs strictly more rank than they have. An admin can manage agents. An admin cannot manage another admin, and cannot manage the owner. The row menu on the team table (Change to Admin, Change to Agent, Deactivate, Reactivate) shows only what you may do.

You cannot change your own role or deactivate yourself, whatever your role. Nobody can manage the owner, including the owner. It follows from ownership transfer not existing yet rather than being a separate rule.

Removing someone

Choose Deactivate from their row on the team page. They can no longer sign in, and their sessions end. Their work stays: the conversations they handled, the notes they wrote, and the matches they reviewed all belong to the workspace, not to the account. If they took calls, the bot stops offering their times at once, and a call already booked with them stays on Bookings but they are no longer emailed about it, so move such calls to someone else from the booking card. Deactivating frees their seat straight away — team seats are counted live, not accumulated, so the slot is available for the next invitation immediately (Plans, limits and meters). A deactivated member stays on the list as "Deactivated", and Reactivate brings them back. Both are recorded in the Activity log.