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Invite a member

Open Organization in the dashboard, then select Invite member under Workspace members. Enter an email address, choose Member or Admin, and optionally select a team. Invitations are subject to the plan’s member allowance. The recipient follows the invitation link and signs in to accept. Owners and admins can resend or cancel pending invitations from the same page.

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Roles

  • Owner: controls billing and workspace policy, and can manage administrative access.
  • Admin: manages members, API keys, webhooks, and approval decisions. Cannot change owner-only billing or workspace limits.
  • Member: has restricted workspace access and cannot perform administrative actions.
Use the role selector in Workspace members to change a role. Only an owner can assign the Owner role. Owners and admins can remove eligible members from the list. API keys and OAuth connections depend on the issuing user’s current membership. Removing that access also stops credentials that rely on it.

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Teams

Under Teams, create a team and add workspace members. Teams organize people; use resource grants to restrict which inboxes and phone numbers an integration can access.