Everyone in a workspace has one of four roles. Choose the lowest role that lets each person do their job.
The roles
- Owner — everything, including choosing the plan, the usage cap, buying and releasing numbers, changing people's roles and deleting the workspace.
- Admin — publish assistants, run the automatic tests, connect integrations, enable tools, approve tool calls, turn on SMS and WhatsApp, change workspace settings and manage the team.
- Member — create and edit assistants, add and approve knowledge, chat with assistants in Try it, reply to customers, take over conversations and work through messages and tasks.
- Viewer — can look at everything they're shown, but can't change anything.
Inviting people
- Open Team in the Account menu.
- Enter the person's email and choose a role.
- Choose Send invitation.
They get an email with a link that expires after 7 days. Until they accept, the invitation shows as Waiting to accept, and you can cancel it. Owners and admins can invite; only an owner can invite another owner.
Changing roles and removing people
Only an owner can change someone's role. Owners can remove anyone; admins can remove anyone except an owner.
Common questions
Who sees approval details? Only owners and admins. Members can see that something is waiting, but not what the caller asked for. See Safety.
Who gets emailed? It depends on the role and each person's choices in Notifications. For example, urgent messages email owners, admins and members by default.