Users, Teams & Roles
Bring colleagues into your workspace and control what each person can do. Members, teams, and assignment rules are managed across the Users and Teams settings pages.
Inviting members
Section titled “Inviting members”Open Users to invite people by email and assign each one a role. New members appear once they accept. You can also review and revoke pending invitations from the Organization page.
Roles determine what a member can see and change:
- Owner — full control, including billing and deleting the workspace.
- Admin — manage settings, members, and configuration.
- Member — day-to-day work with limited access to sensitive settings.
Open Teams to group members into teams and define assignment rules that route conversations to the right people automatically. This keeps incoming work balanced and ensures the right team handles each contact.