Inviting and Removing Members

This article covers the mechanics of adding and removing people from your organization. For a deeper look at what each role can do, see Roles overview. For the quick-start flow, see Inviting your team in Getting Started.

Invite a new member

1. Go to Settings → Team.
2. Click Invite member.
3. Enter the person’s email address.
4. Choose a role: Admin or Agent. (Only owners can invite owners.)
5. Send.

The invite email arrives immediately. The link in the email is valid for 7 days. If it expires before the person accepts, you can resend it.

Resend a pending invitation

On the Team settings page, scroll to the Pending invitations table. Each pending invite shows the email, the inviter, and the expiry date. Click Resend to send a fresh invite email with a new expiry.

Revoke an invitation

If you sent an invite by mistake or the invitation is no longer needed, click Revoke on the pending invite row. The invite link is immediately invalidated. The person cannot join using that link even if they received the email.

Remove an existing member

1. Go to Settings → Team.
2. Find the member in the table.
3. Click Remove in their row.

Removing a member revokes their access immediately. They are signed out of their current session at the next API call.

You also cannot remove yourself if you are the only owner. Add another owner first.

Change a member’s role

On the Team settings page, click the role badge on a member’s row and select a new role from the dropdown. Changes take effect immediately.

Admins can change agents to admins and admins to agents. Only owners can promote someone to owner, and only owners can demote another owner.

What happens to conversations when a member is removed

Conversations assigned to the removed member stay assigned - they are not automatically reassigned. You’ll need to manually reassign those open conversations or use a routing rule to handle future ones.

A saved view filtered to “assigned to [removed member]” is a quick way to find them.

App-level access

By default, admins and owners have access to all apps in the organization. Agents only have access to the apps they are explicitly added to. You can manage per-app access from the Apps column in the Team settings table.