Invite your team
Roles, how an invitation works, what an agent can and cannot do, and how seats are counted.
Updated 30 October 2026
Open Settings › "Team". The "Team Members" card lists everyone in the workspace. There are three roles: Owner (the person who created the workspace), Admin and Agent.
Sending an invitation
- Press "Invite Member" (shown to the Owner and to Admins).
- In "Invite Team Member" enter the "Email Address" and choose the "Role". Admins can invite Agents; only the Owner can invite another Admin.
- Press "Send Invitation". The invitation expires after 48 hours and shows in the list as "Invited as … • Expires …" with a "Cancel Invitation" button until it is accepted.
The invitee opens the link in the email, lands on "Join the Team" with the email already filled in, enters "Your Full Name", "Create Password" and "Confirm Password", presses "Complete Setup", and then signs in with that email and password.
What each role can do
Agents work the inbox and the customers list. They cannot invite or remove members, change workspace settings, connect or disconnect WhatsApp, delete customers or pay for a plan; on the pricing page they see "Ask your workspace owner to upgrade." Admins can do all of that except invite other Admins and remove members, which stay with the Owner.
To remove someone, the Owner uses the trash icon next to the member and confirms. An email address can belong to one workspace only, and a role cannot be changed after the invitation; remove the member and invite them again with the new role.
Seats
The trial and every paid plan have a seat limit, and inactive members count towards it.