Manage who can log into your agency’s Platform, with what role, and whether they handle conversations. It has two tabs: Members and Invitations.
The Team screenManage who can log into your agency's Platform, with what role, and whether they handle conversations.
Procedure: invite a new memberRequirements: administrator role — only administrators can invite members.
The role matrix: what each one can doThere's no separate "owner" role: the Admin role is the tenant's top one, and it also includes the most sensitive actions, such as deleting the account (Manual 26 · Settings and in
Procedure: change someone's role, suspend them, or remove their accessRequirements: administrator role.
Owners per channel: not configured hereWho gets notified when a conversation on a specific channel (WhatsApp, Telegram, Web Widget…) escalates isn't decided on Team, but on each channel's own card, in its "Owners" secti
Best practices: least privilegeReserve Admin for whoever genuinely needs it. Billing, AI agents, Channels, Team and Settings —
