Managing Members

Add team members to your organization so they can access the inbox, manage contacts, and handle conversations.

Inviting team members

1. Go to Users from the main navigation
2. Click Create User
3. Enter the member's email address and details
4. Assign a role
5. Send the invitation

The invited member will receive an email with instructions to join your organization.

Managing members

From the Users page, you can:

• View all team members and their roles
• Edit member details and role assignments
• Remove members from the organization

Roles

Each team member is assigned a role that determines their permissions. See Roles & Permissions for details on creating and managing roles.

Next steps

• Roles & Permissions — Configure access control
• Organization Settings — General workspace settings