Manage your team

Access your team settings

1. Navigate to Settings by clicking the hamburger menu in the top left and selecting "Settings".
2. Under "Organization", select "Manage team".

Invite team members

1. Click the "INVITE PEOPLE" button in the top right. This will open the "Invite people" dialog.

2. Enter as many emails as desired, either one per line or separated with commas.
3. If the people you're inviting should be able to invite people themselves, check the "Can invite people" box.
4. If the people you're inviting should be able to modify your organisation's flows, check the "Can modify flows" box.
5. If the people you're inviting should be able to support users in the agent dashboard, check the "Can use agent dashboard" box.
6. Click the "Send invitations" button in the bottom right.
7. Invitation emails will be sent to the listed email addresses. These emails contain a "SIGN UP" button the users can click to set up their account and join your organisation.

Check invitation status

1. People whose invitations have not yet been accepted will display with a "PENDING" badge in the status column.

2. If necessary, you can delete a pending invitation by clicking the menu button on the right side of that row and selecting "Delete invitation".

Update permissions

1. Click the menu button on the ride side of the row for the user you wish to manage.
2. Select "Edit permissions".

3. Check or uncheck the "Can invite people", "Can modify flows", and "Can use the agent dashboard" boxes as appropriate.
4. Click "Change permissions".

Remove team members

1. Click the menu button on the ride side of the row for the user you wish to manage.
2. Select "Remove".

3. Click "OK" to confirm.