Team Management

Workspace administrators can invite team members and assign access based on their responsibilities. Access is scoped to a workspace. A person who belongs to more than one workspace should confirm the active workspace before creating or changing agents, campaigns, and team settings.

​

Invite a member

The recipient should accept the invitation with the same email address. Pending invites show Pending Invite with expiry date and offer Revoke invitation; active members show Active. Invitations expire 24 hours after sending - an expired link shows an expiry message and needs a fresh invitation. If the invitation expires or was sent to the wrong address, replace it from the member list.

​

Choose access intentionally

Assign the smallest role or set of modules that supports the member’s work. People who review calls may not need permission to change agents, campaigns, billing, or membership. Exact role names and available modules can vary by workspace plan. Permission granularity itself is plan-tiered: No Access (Basic), Basic Access (Silver), Agent & Module-Level (Gold), and Custom Roles & Granular (Platinum) - custom per-module edit rights exist only on Platinum.

​

Understand web and mobile access

Workspace plans can provide different allowances for web-app members and mobile-app users. The member table shows Member (name, email, role) | Platform Access (WEB / Mobile / Both badge) | Agent Access | Permissions | Device ID (IMEI) | Status | Actions. Device ID can be reset via Reset IMEI when a mobile device changes; empty devices show -. Confirm the intended access type before inviting a person, especially for sales-team members who work primarily from the mobile experience. Permissions can control both modules and actions. A member may be able to view calls without editing agents, or manage campaign work without changing workspace membership. Filters help review: member status All / Active / Pending, platform All / Mobile App / Web App with counts, search by member name or email, and sort by creation date.

​

Access guidance

• Give each person only the access they need.
• Review access when responsibilities change.
• Remove members who no longer require workspace access.
• Confirm the workspace plan includes the required modules.

​

Change or remove access

Open the member record with Edit before changing a role or module. Review the member’s current responsibilities, apply the new access, and ask them to sign in again if the change does not appear immediately. Edit is hidden for pending or expired invites. Before removing someone, use Remove (confirmation notes the workspace account is removed but the person’s own account is not deleted) and transfer ownership of active work. Confirm that another member can manage their campaigns, leads, and follow-up tasks.

​

Review invitations and membership

If an invitation is pending, confirm the email address and ask the recipient to check filtered mail. Resend or replace an expired invitation from Team Management. Run a regular access review and remove unused accounts promptly. When responsibilities change, test the new access from the member’s account instead of assuming the visible role label grants every required action. Schedule the review monthly: export the member list, flag pending invites older than a week, ex-employees, role changes, and members with broader access than their current work needs. Each flagged row gets an action (resend, revoke, downgrade, keep with reason) and an owner. Unreviewed memberships drift upward - every quarter without a review adds stale admins nobody remembers approving.