Account & Billing
Invite team members and set permissions
Invite colleagues as Users or Staff, control which modules each person can access, and activate or deactivate members.
Invite someone
- In the sidebar open Settings > Users (page title Company Users). In the mobile app use Home > Settings > Users, which opens the same page.
- Choose Invite Members.
- Enter the Email and choose a Role: User or Staff.
- Choose Invite Member. The person receives an invitation to join your company.
The number of team members depends on your plan (Free: owner only; Starter 4; Pro 8; Enterprise unlimited). See Plans, usage and billing.
Control access
For a Staff member choose Manage Permissions to decide which modules they can open:
Leads, Conversations, Products, Orders, Bookings, Channels, Assistants, Company Settings and Automations (message flows, Instagram comment replies and story replies; off by default for new staff).
The sidebar shows each person only the sections they are allowed to use. Choose Save Permissions.
Use Activate or Deactivate to turn a staff member on or off without removing them.
Use for handoff and bookings
- The same permissions apply when a staff member uses AI Connections: each AI tool needs the matching module.
- Team members with conversation access can be chosen to receive human support requests.
- A team member can be added as bookable Staff. See Set up bookings.
Tips
- Give front-desk staff Conversations, Leads and Bookings only.
- Keep Company Settings and Assistants for owners and managers.
Troubleshooting
- "Failed to invite member": check the email is valid and your plan has free team member slots.
Limitations
- Managing team members is done on the web Console.
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