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 |
| Email | Member’s email address |
| Actions | Edit agents, Change password, Remove |
Invite a New Member
Click the + Invite button to add a new team member.
| Field | Description |
|---|
| 📧 Email | 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
Click Create & Send Invite (or Create Member) to add the member.
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
The member will need to use the new password on their next login.
Remove a Member
To remove a team member:
- Click Remove on the member’s row
- Confirm the removal in the dialog
Removing a member is permanent and cannot be undone. All their data and access will be permanently deleted.
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
