Team Management

Manage your team from Settings (gear icon) → Workspace settings → Team settings.

Inviting Team Members

Click "Add Team Member" to expand the invite form:

1. Enter the Email Address of the person you want to invite
2. Select a Role from the dropdown:
   • Owner — full access to everything, including billing and organization deletion
   • Admin — full access except billing and critical settings
   • Team Member — access to the inbox, contacts, and assigned features
   • Agent — limited access, primarily inbox and assigned conversations
3. Click "Invite" to send the invitation

The invited user will receive an email and appear in the team list with an "Invited" status badge until they accept.

Managing Members

The team members list shows each member with their name, email, role, and status. You can:

• Change roles — use the role dropdown on each member row
• Remove members — click the trash icon (red) to remove a team member

The header shows your seat usage: "X / Y seats used". If you need more seats, you can purchase additional ones from the Billing & usage page.

Creating Teams

Go to Settings (gear icon) → Workspace settings → Team settings to create team inboxes. Teams let you organize conversations by department (e.g. Sales, Support, Billing).

• Click "Create team" and fill in the team name, description, and color
• Add members to the team
• Team inboxes appear in the Inbox filter sidebar under "Team Inboxes"

Seat Limits by Plan

• Starter — limited seats included
• Pro — more seats included, additional seats at €12/month each
• Enterprise — custom seat limits

Compare plans and pricing on the pricing page.