Team Management

The Team Management section allows you to invite new users to your organization, manage their access levels, and keep your support team organized.

Member Roles

Users in your organization can be assigned specific roles to control their access levels:

• Owner: The creator of the organization. Owners have full access and cannot be removed or have their roles edited by other users.
• Admin: Users with administrative privileges who can manage settings and other members.
• Member: Standard users who can access the inbox and handle customer conversations.

Inviting New Members

To add a new user to your organization:

1. Navigate to the Members page and click Invite Member.
2. Enter the user's email address.
3. Select their assigned role (Admin or Member) and submit the form.

Pending Invitations

Once invited, the user will appear in the Pending Invitations list until they accept. From this list, you can:

• Resend the invitation email if the user did not receive it.
• Cancel the invitation entirely.

Managing Existing Members

You can view all active users in the Members list and use the search bar to quickly find someone by their name or email address.

Using the action menu next to a member's name, you can:

• Edit Member: Change the role of an existing user (e.g., promote a Member to Admin).
• Remove Member: Revoke the user's access and remove them from the organization.