Team and roles

A workspace can have several people working together. Each one has a role and sees only what they need.

The roles

Owner

everything, plus billing, ownership and deleting the workspace. Only one per workspace.

Admin

members, brand, connections and every profile.

Member

answers and automations only on the profiles you give them.

Invite someone

1. In Settings, Members, tap Invite.
2. Write the e-mails, separated by commas, and choose the role.
3. For a Member, check the profiles they can use. They only see those profiles, their people and their automations.
4. Send. The invite arrives by e-mail and expires in 7 days; you can send it again.

The number of members depends on the plan, and a pending invite already takes a seat.

Teamwork in the Inbox

On the Team and Agency plans, the Inbox has team features: assigning conversations, internal notes only the team sees and, when turned on, reply approval, where an Owner or Admin reviews a Member's reply before it goes out.