Inviting your team: owners and members
Everyone on your team signs in with their own email. There are no passwords: we email a 6-digit code each time.
Inviting someone
- Go to Team. Everyone can see who’s on the team; only owners can invite.
- Enter their email under Invite by email, pick Member or Owner, and click Send invite.
- They get an email and sign in with a code. Until then they show as Invited.
What each role can do
| Owner | Member | |
|---|---|---|
| Read conversations, take over and reply | Yes | Yes |
| Tag and archive conversations | Yes | Yes |
| See Overview, Campaigns, Flows and Customers, and export them | Yes | Yes |
| Switch flows on or off, edit timing | Yes | No |
| Change settings and send brand profile changes for review | Yes | No |
| Rename or delete conversation tags | Yes | No |
| Billing, invoices and the card | Yes | No |
| Affiliate program | Yes | No |
| Invite and remove people, change roles | Yes | No |
Receipts and billing alerts only go to owners, never to a shared inbox.
Changing a role or removing someone
On Team, owners can change anyone’s role from the Role column. To remove someone, click the remove icon on their row and confirm. They lose access right away.
More than one store
Access is per store. Someone on your team for one store doesn’t see another store’s conversations unless you invite them there too. See Adding another store.