Invite teammates and manage team members

The Team tab is where owners and admins build out the organization — sending invitations, assigning roles, and managing who has access. This article walks through each task.

Invite a teammate

Head to Team and use the Invite teammate panel to send an email invitation. You can only assign roles at or below your own level.

1. Open the Team tab

   Go to Team. You'll see your team directory, the invite form, and a list of invitations.

2. Enter the email and pick a role

   In Invite teammate, type the person's email address and choose a role from the dropdown — for example Agent, Admin, or Team Lead. The role sets what they can see and do once they join.

3. Send the invite

   Click Send invite. A confirmation appears, and the new invitation shows up in the Invitations list with a pending status.

Track and manage invitations

The Invitations list shows every invite and a colored status badge so you can see where each one stands:

• Pending — sent but not yet accepted.
• Accepted — the person joined and now appears in your team directory.
• Expired — the invite lapsed before it was accepted.
• Revoked — you canceled the invite before it was used.

For any pending invite, use the inline actions to Resend the email (handy if it was missed or expired) or Revoke it to cancel access. Both update the list right away.

Manage existing members

Your Team directory lists everyone in the organization as an accordion. Open any person to manage their access. The header also shows live counts — total members, pending invites, and how many people are SAMI-ready for call transfers.

1. Open a member

   In the directory, click a teammate's row to expand their Access panel.

2. Change their role

   Use the role dropdown to move someone between roles. The change saves immediately. You can't change your own role from here.

3. Remove a member

   Click Remove and confirm. This takes the person out of the organization and reassigns workflow ownership where needed. You can't remove yourself.

Set a member's SAMI call availability

Inside each member's panel, owners and admins also see SAMI call availability. This controls whether SAMI routes live calls to that person and when. Set their call transfer hours, the days they're reachable, and the destination number SAMI should ring. Anyone with transfers on counts toward the SAMI-ready total at the top of the tab.

Related articles

• Understand roles and what each can do
• Update your profile and call availability
• Manage organization-wide settings