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Team Management

Invite a Team Member​

  1. Open Team.
  2. Click Invite Team Member.
  3. Enter email and choose role.
  4. For agent role, map allowed agent names.
  5. Send invitation.

Roles​

  • Owner: Full tenant access
  • Agent: Scoped visibility using mapped agent names

Manage Existing Members​

  • Edit agent-name mappings
  • Remove non-owner users
  • Review pending invites

Best Practices​

  • Keep a small owner group.
  • Map agent names exactly as they appear in call data.
  • Remove stale pending invites.