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Invite teammates when they need access to agents, conversations, or workspace settings. Your role determines which membership actions you can perform.
1

Open Team

Select Team from the dashboard navigation.
2

Send an invitation

Enter your teammate’s work email, choose the appropriate access, and send the invitation.
3

Track the invitation

Review Pending invitations for invitations awaiting acceptance. Resend or revoke an invitation when needed.
4

Manage a member

Use the member actions to update access or remove someone from the workspace.

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Review invitation history

Past invitations lists accepted, expired, and revoked invitations. Use it to confirm whether a prior invitation still grants access.