Managing members
Inviting people into a workspace, changing roles, handing over ownership, and removing access.
Members are managed under Settings > Members. Inviting and removing members needs the owner or admin role.
ben@example.com Editor can create and edit agents
sam@example.com Viewer can look, not changeWhich role to pick is covered in Workspace and members.
Inviting
Invite a member by email and pick their role.
- Already has an account. Added straight away; they get a notification email.
- New to the platform. They get an invitation link to set a password and join. The link stays valid until accepted.
Seats
Every workspace has a seat limit tied to its plan. A seat is an active member or a pending invitation. When the limit is reached, new invitations are refused. See Billing.
Changing a role
An owner or admin can change any member's role. The workspace can never be left without an owner.
- To make someone else the owner, the current owner promotes them. The old owner is moved to admin automatically.
- You cannot demote the last owner. Hand ownership over first.
Removing members and leaving
- Removing someone else needs the owner or admin role.
- Leaving yourself is open to any member.
- The owner cannot be removed or leave while they are the last owner. Transfer ownership first.
Adding and removing members, changing roles and transferring ownership are written to an append-only audit log visible to owners and admins.
Related
Workspace and members
A workspace owns the members, the billing, the phone numbers and the agents. Each member holds exactly one role: owner, admin, editor or viewer.
Billing, and what a call costs a minute
A call bills per minute from connect to hang-up and rounds up. A$0.25 a minute on a standard voice, A$0.40 on a premium one. Numbers rent monthly on top.