Members & roles
Your organization can have a whole team. Roles set what each person can do at a high level, and per-member permissions refine it from there.
Roles#
Every member has one of three roles:
- Owner — full control of the organization, including billing. There's always at least one.
- Admin — manages bots, knowledge, integrations and members, but not billing-level controls reserved for the Owner.
- Operator — works the Inbox, handling live chats.
Inviting members#
Open Members → Invite, enter an email and pick a role. The invitee gets a link to join.
The Invitations tab tracks pending and expired invites — copy the link again, resend, or delete an invitation from there.
Per-member permissions#
Open a member to fine-tune what they can do, beyond their role:
- Max active chats — how many conversations an operator handles at once.
- Allow blocking users — let them block contacts.
- Allow removing members — let them remove teammates.
- View financial reports — let them see billing and cost data.
Managing access#
Search and filter the member list by role or status. Each member's panel shows their activity — a weekly chart and a timeline of actions like logins and resolved chats — plus a danger zone to block, unblock or remove them.
Blocking vs removing
Block suspends access while keeping the member on the team; Remove takes them out of the organization entirely. Use block for a temporary pause.