Team

Overview

The Team Management page allows you to view, manage, and invite team members within your Organization. This section provides an easy-to-navigate interface to assign roles, track member activity, and manage invitations.

Members Tab

Viewing Team Members

The Members tab displays all the users in your Organization, including:

User Email: The email associated with the team member's account.
Joined: The date the member joined the Organization.
Role: The assigned role of the team member.

Assigning Roles

Each member has a role that determines their level of access:

Organization Admin: Full access to manage team members, assistants, billing, and settings.
Organization User: Limited access to specific features. Organization Users cannot manage phone numbers, API keys, team members or billing details.

To change a member's role, use the dropdown menu in the Role column.

Invitations Tab

Pending Invitations

The Invitations tab lists all outstanding invitations. For each pending invite, you can:

Resend: Resend the invitation to the user.
Cancel: Cancel the invitation if no longer required.

Sending a New Invitation

To invite a new member:

Click the "Invite" button.
Enter the email address of the person you want to invite.
Assign a role to the invitee (Organization Admin or Organization User).
Click Send Invitation to send an email invitation.

Managing Users

Edit or Remove Members

To edit a member’s details or remove them from the Organization, click the three-dot menu next to their name and choose the desired action.

Role-Based Permissions

Organization Admin: Has full access to manage assistants, billing, and team members.
Organization User: Has restricted access and cannot manage sensitive settings like team member roles or billing.