Account & billing

Team and roles

Invite teammates, understand the two roles, and manage who can do what.

A workspace can have more than one person in it. You manage the team from Settings, Members.

The two roles

  • Owner can do everything, including billing, members, and roles. This is you if you created the workspace.
  • Member can build and run agents, handle the inbox, and work leads, but cannot touch billing, members, or roles.

Give teammates who need to answer conversations or edit agents the member role. Keep billing and account control with owners.

Inviting people

Invite a teammate by email from Settings, Members. They get an invitation link that is good for seven days. If it expires or gets lost, use Resend. When they accept, they join the workspace with the role you chose.

Managing members

From the same page you can change a member's role or remove them. Two guardrails protect the workspace:

  • You cannot remove or demote the only owner, so a workspace always has someone in control.
  • You cannot change your own role.

Transferring ownership

To hand the workspace to someone else, promote them to owner. A workspace can have more than one owner, so there is never a moment with nobody in charge.

Seats

Your plan sets how many people can be in a workspace. Free and Starter are single-seat; Growth includes 5, Scale includes 15, and Enterprise is unlimited. See Plans.