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Manage team members

Workspace admins can invite teammates, adjust roles, and remove access when someone changes teams or leaves.

Access checklist

  1. Invite a person using their work email.
  2. Choose the smallest role that matches their responsibilities.
  3. Confirm they can access the conversations, agents, or billing areas they need.
  4. Review membership regularly and remove stale access.
Do not share a personal login. Individual accounts make ownership, security reviews, and offboarding traceable.
See Security for additional account-protection practices.