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Team

Invite teammates and roles

Invite people by email and give each one a role: Owner, Admin, Member, Inbox agent, Viewer or a custom role.
5 min readUpdated Jul 29, 2026Beginner

Roles

Owner
Everything, including transferring and deleting the workspace.
Admin
Everything except transferring or deleting the workspace, security and backup settings, GDPR exports and deletions, and audit log exports.
Member
Day-to-day work: the inbox, contacts, giveaways, and building automations. Publishing an automation takes an Owner or Admin.
Inbox agent
Answers the conversations assigned to them and their department's unassigned queue, and works deals and tasks. An inbox setting can let agents see every conversation.
Viewer
Read-only access.

Custom roles

Need something in between? Owners and Admins can create a custom role under Team and pick its permissions one by one. Seat limits follow your plan.

Invite flow

1

Open Team

Dashboard → Team.

2

Send invite

Enter the teammate’s email and choose a role.

3

Accept

They receive an email invite, create or sign in to an account, and join the workspace.

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