Team Members
How It Works
- You invite a team member to your agency team with a specific role
- That member automatically inherits access to every client sub-team
- Their permissions across all clients match their agency-level role.
Inviting Team Members
- Navigate to Agency > Team in your agency dashboard
- Enter the email address of the person you want to invite
- Select a role (see below)
- Click Add Team Member
The invitee receives an email invitation. If they already have an account, they can accept and start working immediately. If not, they can create an account and accept the invitation.
Roles
Full access to client chatbots, settings, and user management
Can view and respond to messages in the inbox and update chatbot answers
Can view and respond to messages in the inbox
All roles apply across every client account in your agency.
Managing Team Members
From the Agency > Team page you can:
- Change roles – Click the role name next to a team member to update their permissions
- Remove members – Click “Remove” to revoke a team member’s access to the agency and all client accounts
- Cancel invitations – Cancel pending invitations that haven’t been accepted yet
FAQ
Can a team member have different roles for different clients?
The role assigned at the agency level applies to all client accounts. If you need someone to have access to a specific client only, invite them as a client user instead. Client users are scoped to a single client workspace and cannot see other clients or agency settings.
Do team members count against any limits?
No. There is no limit on the number of team members you can invite to your agency.
Will team members see the agency dashboard?
Yes. Team members can see the agency dashboard, switch between client accounts, and perform actions based on their assigned role.
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