Invite a teammate
- In the dashboard sidebar, select Teams.
- Select Invite Teammate.
- Enter the teammate’s email address.
- Choose a role:
- Team Member can manage their own campaigns and view shared agents, phone numbers, and voices.
- Owner has full access, including billing, API keys, and team management.
- Select Send Invite.
- Ask your teammate to open the invitation email and accept the invitation.
Invite a person using the same email address they will use to sign in. An email address that is already a member or has a pending invitation cannot receive another new invitation.
Resend a pending invitation
- Open Teams.
- Find the person with a pending invitation.
- Select Resend.
- Confirm that you want to send a new invitation.
Change a member’s role
- Open Teams.
- Find the active team member.
- Select the role dropdown in their row.
- Choose Owner or Team Member.