Team members and roles

Invite the people who help run your AI employees. Each signs in with their own account. Go to Settings → Members.

Roles

• Owner: the person who set up the business. Only the owner can switch plans, change payment details, make or remove admins, and close the business.
• Admin: everything, including the team and billing.
• Member: runs employees and calls. No team or billing.
• Viewer: can look, can't change anything.

Inviting someone

Under Invite a teammate, enter their email and choose a role. We email them a link to join. They join by signing up or logging in with that email.

Invites last 14 days. After that, the invite shows as expired; invite them again. You can withdraw an invite before it's used, and the link stops working.

Owners and admins can invite people. Only the owner can make or remove admins.

Seats

Each plan includes a number of people, the owner included:

• Free trial: 2
• Starter: 2
• Business: 5
• Pro: 8

An open invite holds a seat until it expires. When every seat is taken, remove someone or withdraw an invite, or choose a bigger plan once billing switches on.

Removing someone

Choose Remove from team. They lose access to this business.

What each person controls for themselves

In Settings, under Your account, each person manages their own Profile, Security (how they sign in) and Appearance.

Who did what

Settings → Activity log lists changes to your account, newest first, and who made them.