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The Members page lets you invite team members, assign roles, and control which agents each member can access. Navigate to Settings > Organization > Members to manage your team.

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Adding a Member

Click Add Member to open the invite dialog. Enter the member’s Name and Email, then click Add Member to send the invitation. The new member will appear in the members table and can log in with the provided email.

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Roles

Each member is assigned a role that controls what they can see and do. Click the Role dropdown on any member’s row to change their role. The dropdown includes a permissions overview so you can quickly see what each role can do. For a full breakdown, see Roles & Permissions.

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Agent Access

Agent Managers and Agent Developers can be restricted to specific agents. Click Manage in the Agent Access column to choose which agents a member can edit. Members with other roles (Admin, IT Admin, etc.) have access to all agents by default and don’t need per-agent access configuration.

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Removing Members

Click the trash icon on a member’s row to remove them. You cannot remove your own account. To remove multiple members at once, select them using the checkboxes and click Delete Selected. Bulk deletion requires typing CONFIRM to proceed.

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Searching

Use the search bar to filter members by name or email.