Team and roles
Invite teammates under Settings → Team. Each person gets a role. Your plan includes a number of seats; more can be added for a monthly fee.
| Role | Can |
|---|---|
| Owner | Everything, including billing and deleting the workspace. The person who created the workspace; there’s one owner. |
| Admin | Everything except deleting the workspace: billing, team, channels, settings, Labs and alerts. |
| Editor | Create and change automations, broadcasts, templates, chatbots, forms, contacts, segments, tags, channels and integrations. Reply to, assign and close conversations. |
| Agent | Reply to and assign conversations in the inbox. |
| Viewer | See everything, change nothing. |
| Client | For agencies: their own workspace’s inbox, reports and statements. See Client logins. |
Change someone’s role or remove them from the People list. Invitations that haven’t been accepted yet are listed under Invited.
Activity
Section titled “Activity”Settings → Activity records who did what in the workspace: changes to automations, channels, templates, contacts and settings, assignments and replies. Export it as CSV for audits.
Your profile
Section titled “Your profile”Settings → Profile holds your name, email, photo and password.