Team Management
Add people, set roles, control what they see. All from Team.
Invite a user
- Team → Add person.
- Enter their email and choose a role.
- They get an invite link. First sign-in completes the account.
Roles
- Owner — Everything. Billing, integrations, deleting users.
- Manager — Most operational settings, including telephony and routing. No billing.
- Supervisor — Quality Playbook, signals tuning, team scorecards. No telephony or billing.
- Member — Their own calls, customers, work records. Can't see other people's history.
Removing someone
Removes their access. Their endpoints remain (you can reassign them to another teammate). Their call history is retained — assigned to "former member" in reports.