The “Team” section lists the people who work in the business with you. Each member is assigned a role: it defines what they can see and change.
Where to find it
Open the business menu (the arrow next to the business name in the top bar) → “Business team”. On a phone: “Menu” → “Business team”.
Roles and permissions
| Role | What they can do |
|---|---|
| Owner | Everything an Administrator can do. Also changes roles, removes access for other Owners, chooses the plan, connects AI employees to channels, changes the response mode, pauses and deletes AI employees, deletes the business |
| Administrator | Invites members and removes their access, except for Owners. Creates and sets up AI employees, maintains the knowledge base and documents, changes business settings and modules, replies to customers |
| Operator | Replies to customers in the “Inbox” section, works with support requests and booking records. Can only view everything else |
| Viewer | Can only view the business's sections |
How to invite a member
- Click “Invite Member”.
- Enter the “Email address” of the person you are inviting.
- In the “Role” field, choose “Administrator”, “Operator” or “Viewer”.
- Click “Send invitation”.
An email with a link is sent to that address. The invitation appears in the “Invitations” list at the bottom of the page.
How to accept an invitation
The invited person needs to:
- Sign in with the same email the invitation was sent to. If they have no account, create one.
- Open the account menu → “Invitations”.
- Click “Accept invitation”.
You can also follow the link in the email if you are already signed in. After you accept, the business appears in the “Your businesses” list.
How to track invitations
In the “Invitations” list, the role and status are shown next to the email: for example, “Delivered”, “Not delivered”, “Accepted” or “Expired”. Until the invitation is accepted, these buttons are available:
- “Send again” — sends the email once more. The invitation's validity period starts over;
- “Cancel” — the link in the email stops working.
How to change a role
- Find the member in the list.
- In the member's row, choose the new role from the drop-down list.
- Click “Refresh”.
The only way to make a member an Owner is this: first invite them with a different role, then change the role.
How to remove access
- Click “…” in the member's row. Their card opens.
- Click “Revoke access”.
- Click “Confirm revocation”.
The member loses access to the business immediately. Their status in the list changes to “Access denied” (Access removed).
Good to know
- The Owner and Administrator can invite members and remove their access.
- Only the Owner can change roles. You cannot change your own role or remove your own access.
- An invitation is valid for 72 hours. If the person did not accept it in time, click “Send again”. If the invitation has the “Expired” status, invite the member again.
- Inviting the same email again will not send a new email while the earlier invitation is still awaiting a response. Use “Send again”.
- All members of the business see their colleagues' photo, name, email, phone and address from their profiles on the member card. Only the members themselves can change this data, in the “Account profile” section.
- After access is removed, only the member's name and email remain in the team.