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Managing Members

The team management section lets you add new team members, edit their details, remove members, and monitor their status. Your subscription plan determines how many team members you can have.

To manage your team, go to Team in the sidebar.

Adding Team Members​

To invite a new member to your team:

  1. Go to Team in the sidebar.
  2. Click Add Member.
  3. Fill in the required details:
    • Name -- The member's full name.
    • Email -- The email address they will use to sign in.
    • Password -- Set an initial password for the member.
    • Photo (optional) -- Upload a profile photo for the member.
  4. Assign permissions to control what the member can access.
  5. Click Save to add the member.

The new member will receive an invitation and can sign in using the email and password you provided.

tip

Encourage new members to change their password after their first sign-in by going to their Account Settings.

Editing Member Details​

To update an existing team member's information:

  1. Go to Team in the sidebar.
  2. Find the member you want to edit.
  3. Click on their name or the Edit button.
  4. Update any of the following:
  5. Click Save to apply the changes.
note

Changing a member's email address will change their sign-in credentials. Make sure to inform them of the change.

Removing Members​

To remove a team member:

  1. Go to Team in the sidebar.
  2. Find the member you want to remove.
  3. Click the Delete button.
  4. Confirm the removal.
warning

Removing a member is permanent. The member will immediately lose access to the platform. Their past activity (chats, calls, notes) will be preserved in the system, but they will no longer be able to sign in.

Member Status​

Each team member has a status that tells you where they are in the onboarding process:

StatusMeaning
ActiveThe member has accepted their invitation and can sign in and use the platform.
PendingThe member has been added but has not yet signed in or completed setup.

You can see each member's status on the team management page.

info

If a member's status stays as Pending for a long time, check with them to make sure they received their sign-in details and can access the platform.

Team Member Limits​

Your subscription plan determines the maximum number of team members you can have. If you have reached your limit:

  • You will see a notification when trying to add a new member.
  • You can upgrade your plan to increase the limit. See Plans and Pricing for details.
  • Alternatively, you can remove inactive members to free up a slot.
tip

Review your team regularly to ensure only active members are using your available slots. Removing members who have left the company frees up space for new team members.

Next Steps​