Managing your team and permissions

Adding members

From Settings → Team click “Add member”. You can create the account directly (name + username + a password of at least 8 characters) or send an email invite. Pick the role: Admin, Supervisor, Team Leader, Agent, QA.

Roles in short

• Admin: everything, including settings and billing.
• Supervisor: all conversations and reports, without sensitive settings.
• Team Leader: their team's conversations plus their members' assigned ones.
• Agent: only conversations assigned to them (with assigned-only visibility).

Per-member tools

• Change password 🔑: the key button next to each member — essential for agents without an email. Changing it signs their old sessions out immediately.
• Suspend an account temporarily instead of deleting it.
• Granular permissions per member from the shield icon (who sees invoices, who manages trials…).