Invite teammates and manage access

Open Settings → Team. Use an account with permission to manage the team.

1. Enter the teammate's email and choose the appropriate role.
2. Create the invitation and share or send it using the method the app provides.
3. Ask the teammate to open the invitation and sign in with the intended account.
4. Confirm that they appear in the team's member list with the correct role.

Give people only the access they need. Staff handling chats may not need access to integrations, billing or business-wide settings. The available controls enforce role restrictions; a hidden or disabled button may be an access limitation rather than an error.

If an invitation fails, check its email, expiry and whether the person is using the correct account. A team or seat limit may require a plan change.

Before removing a teammate, reassign unfinished work and check who will retain administrative access. Never share the owner's password as a workaround for invitations.

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Need more help? Contact support.