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Team Members & Roles

Invite teammates to help staff the inbox, and control what they can access with owner/staff roles.

Last updated 2026-08-14

Invite colleagues to work alongside you on the same account — shared inbox, contacts, campaigns, and more. Every account has one owner (whoever created it) and any number of team members, each with a role controlling what they can access.

Invite a teammate

Send an email invitation to add someone to your account.

  1. Go to Team from the left menu.
  2. Enter their email address and choose a role (Staff or Owner).
  3. Click Invite — they'll receive an email with a link to join.
An invitation expires after 7 days. If it lapses, just send a new one.
You can revoke a pending invitation any time before it's accepted.

Owner and staff roles

Staff members can use the day-to-day tools — inbox, contacts, campaigns, quick replies, custom fields, groups, journeys, and reservations. Managing the account itself — the WhatsApp connection, the AI bot settings, reminders setup, team membership, and billing — is limited to owners.

The person who originally created the account is permanently the account owner and can't be changed or removed.
You can give another team member the "owner" role too, without changing who the original account owner is — useful if you want more than one person able to manage account settings.

Change a teammate's role or remove them

Update what a team member can access, or remove them from the account entirely.

  1. Go to Team from the left menu.
  2. Use the role dropdown next to a team member to change their role, or the remove action to take them off the account.
The original account owner can't have their role changed or be removed.

Switch between accounts

If you've been invited to more than one account, move between them without signing out.

  1. Use the account switcher dropdown in the navigation bar (only shown once you belong to more than one account).
  2. Select the account you want to work in.

Frequently Asked Questions

What can a staff member NOT do?

A staff member can't manage the WhatsApp connection, AI bot settings, reminder setup, team membership, or billing. Those are limited to the account owner (or anyone else given the owner role).

Can there be more than one owner?

Yes — you can invite someone with the owner role, or upgrade an existing staff member to it. This is separate from who originally created the account, which never changes.

Can an owner log in as a staff member to see what they see?

Not currently — there's no impersonation feature.

What happens to a pending invitation if I don't accept it in time?

It expires after 7 days and can no longer be used. Ask whoever invited you to send a new one.

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