Add your team & set permissions

Invite teammates, use the built-in Owner / Admin / Agent roles, or build a custom role.

1. 1

   Invite a teammate

   Settings → Team → invite by email. They get an invitation and join this workspace only. The free plan includes 2 seats; a paid plan lifts the limit.

2. 2

   Pick the right role

   Owner has everything. Admin runs the workspace — connections, billing, templates, campaigns. Agent works the inbox and tickets without touching setup.

3. 3

   Or build a custom role

   Settings → Roles → create a role and tick exactly the permissions it needs — useful when someone should send campaigns but never see billing.