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Account
Team members & roles
Invite teammates, control what each of them can do, and hand off ownership if it's ever needed.
Roles
| Role | Can do |
|---|---|
| Owner | Everything — the only role that can transfer ownership or delete the account. Exactly one per account. |
| Admin | Manage settings, team members, and billing, plus everything an agent can. |
| Agent | Send messages, work the inbox, run campaigns and automations — no settings access. |
| Viewer | Read-only. |
Inviting someone
From Settings → Team members(admin or owner only), invite by generating a link — there’s no email sent automatically; you share the link yourself however you’d like. It expires after a set number of days if unused. You can invite someone as admin, agent, or viewer, but not directly as owner.
Your plan caps how many people can be on the account at once — counting both active members and outstanding invites. If you’re at the limit, upgrade or free up a seat before inviting.
Changing a role
An admin or owner can change any other member’s role, or remove them from the account entirely, from the same Team members page.
Transferring ownership
Only the current owner can hand ownership to someone else. Doing so moves the previous owner down to admin automatically — there is always exactly one owner on the account, never zero and never two.