Documentation Index
Fetch the complete documentation index at: https://docs.meetzy.io/llms.txt
Use this file to discover all available pages before exploring further.
Overview
The Members section allows account administrators to invite team members, assign them to specific agents, and control their permissions within the platform.Access Team Members
- Navigate to Account in the main menu
- Select Members
- View all current team members
Team Members List
The members list displays:| Column | Description |
|---|---|
| 👤 Avatar | Profile picture or initial |
| Name | Member’s full name and job title |
| Member’s email address | |
| Actions | Edit agents, Change password, Remove |
Invite a New Member
Click the + Invite button to add a new team member.Required Information
| Field | Description |
|---|---|
| The member’s email address (required) | |
| 👤 Name | Full name of the team member (required) |
| 💼 Job Title | Role or position (optional) |
Permission Settings
Configure what the new member can do:| Permission | Description |
|---|---|
| Can edit agents | Allow modifying agent configurations |
| Can use advanced editor | Access to the full Advanced Editor for agent configuration |
| Can access CRM | Access to the CRM module (contacts, segments, campaigns) |
| Can view billable minutes | See billing information and usage statistics |
| Can view recordings | Listen to call recordings |
Agent Assignment
Select which agents the member can view or edit:- Check the boxes next to each agent
- Members will only see calls and data from assigned agents
- For multi-company accounts, agents are organized by company
Send Invitation Email
Toggle Send invitation email to:- On: Send a welcome email with login instructions
- Off: Create the account without sending an email
Edit Member Details
Click Edit agents on any member to modify their settings:- Update their Name or Job Title
- Adjust permission toggles
- Change agent assignments
- Click Save changes
Email addresses cannot be changed after creation. To change a member’s email, remove them and create a new invitation.
Change Member Password
Administrators can reset a member’s password:- Click Change Password on the member
- Enter the new password (minimum 6 characters)
- Click Update Password
Remove a Member
To remove a team member:- Click Remove on the member’s row
- Confirm the removal in the dialog
Search Members
Use the search bar to find members by name:- Type in the search field
- Results filter as you type
Best Practices
- Principle of least privilege: Only grant permissions that members actually need
- Agent-specific access: Assign members only to agents they work with
- Regular audits: Periodically review member access and remove inactive users
- Secure passwords: Use strong passwords when creating accounts without email invitations