3 min read

Team Management

Collaborate with your team by inviting members, assigning roles, and controlling who can manage campaigns, settings, and billing.

1. Inviting Team Members

Add team members so they can access campaigns, view analytics, and help manage your calling operation.

Go to Settings → Team

Click "Invite Member"

Enter their email address and choose a role

They'll receive an email invitation to join your account

Quick Tip

Invitations expire after 7 days. If a team member doesn't accept in time, simply send a new invitation from the Team settings page.

2. Role Hierarchy

Each team member has a role that determines what they can see and do. Roles follow a hierarchy: Owner → Admin → Member.

Owner

Full account access

Manage billing & subscription

Invite/remove any member

Change roles (including admin)

Delete the account

One per account

Admin

Create & manage campaigns

View all analytics

Manage AI scripts & agents

Invite/remove members

✕Cannot manage billing

Member

View campaigns & analytics

Review conversations

Export data

✕Cannot create campaigns

✕Cannot change settings

3. Changing Roles

Owners and admins can change team members' roles at any time.

Go to Settings → Team

Find the team member and click the role dropdown

Select the new role — changes take effect immediately

⚠️ Note

Only the account owner can promote a member to admin. Admins can only invite members, not other admins.

4. Removing Members

Remove team members when they leave your organization or no longer need access.

How to Remove

Go to Settings → Team
Click the remove button (trash icon) next to the member
Confirm the removal

What Happens

• Member loses access immediately

• Their campaigns and data remain in your account

• You can re-invite them later if needed

5. Plan Limits on Team Size

The number of team members you can invite depends on your subscription plan.

Plan	Team Members	Roles Available
Starter	1 (owner only)	Owner
Growth	Up to 3	Owner, Admin, Member
Scale	Up to 10	Owner, Admin, Member

Need More Seats?

Upgrade your plan to add more team members. Go to Settings → Billing to view available plans and upgrade instantly.