Team and roles
Invite teammates and give each person the access needed for their work.
Invite teammates from the organization settings and assign a role to each person.
Roles
| Role | Access |
|---|---|
| Owner | Full workspace and account control |
| Admin | Full operational access, including settings and building |
| Flow Builder | Assistants, flows, knowledge, and related configuration |
| Agent | Inbox, replies, handoff, assignment, and resolution |
Use the role with the least access required for the person's job. Most support teammates only need Agent. Limit Owner and Admin to people responsible for workspace-wide settings.
Invite and update a teammate
- Open the team settings.
- Enter the person's email and choose a role.
- Send the invitation.
- Change the role later if their responsibilities change.
Each teammate uses one seat from your plan. Remove an unused member to free a seat, or check Plans and limits if you need more.
API keys and webhooks use separate credentials and do not require a human seat. See Developer.