Team Management
Last Updated: 2026-03-15
Inviting Team Members
- Go to Team → Invite Member
- Enter their email address
- Select a role: Admin or Member
- Click Send Invite
The invitee receives an email with a link to join your business. Invitations expire after 7 days.
Requires Admin or Super Admin role.
Roles
| Role | Access Level |
|---|---|
| Super Admin | Full control — billing, plan management, team roles, all features |
| Admin | Operational — agents, leads, numbers, locations, team invites, view billing, add seats |
| Member | Personal — assigned leads, own call history, read-only agents/numbers |
Changing Roles
- Super Admin can change any member's role, including promoting to Super Admin
- Admin can change members to Admin or Member, but cannot promote to Super Admin
- Member cannot change roles
Removing Team Members
- Super Admin can remove anyone (including other Super Admins, as long as at least one remains)
- Admin can remove Members only
- Removing a member does not delete their leads or call history — it stays in the business
Seat Limits
Your plan includes a set number of seats. When you've used all your seats and try to invite someone new:
- You'll see a prompt: "Add an extra seat for $X/month?"
- Confirm to add the seat — it's added to your subscription immediately (prorated)
- The invitation is sent
Super Admins and Admins can add seats. All Super Admins are notified when a seat is purchased.
Locations
Assign team members to specific locations to keep routing, notifications, and follow-up ownership organized.