Invite members and manage roles

The organization’s members share its catalog, its channels and its credits. They are managed in the account menu, under Manage, then Members.

Invite a member

1. Click Invite.
2. Enter the person’s email address.
3. Choose their role: member or admin.
4. Send the invitation with Send invitation.

The invitation appears under Pending invitations, with its expiry date in the Expires column.

Accept an invitation

The invited person receives an email. The link opens the “Organization invitation” page, where they click Accept invitation or Decline. Without an account, they create one. They must use the invited email address, otherwise the message “You must use the invited email address” appears.

Change a role or remove a member

• The role is changed in the Role column, between Admin and Member.
• The trash icon removes a member or cancels a pending invitation.

The roles

• Owner: all rights. Only the owner can delete the organization and manage billing (change plan, buy credits).
• Admin: the same rights, except deleting the organization and managing billing, which they can only view. They manage members, invitations, connectors and channels.
• Member: creates, reads, edits and deletes products, views, conversations and workflows. They can create channels, but neither edit nor delete them. They can view connectors and billing without changing them, and do not manage members.

Good to know

• The Free plan includes a single user. To invite colleagues, move to a paid plan: see our plans.
• An organization has at most 50 members.
• An invitation expires after 7 days. After that, the link shows “Invitation not found or expired”: send a new one.
• The owner role cannot be assigned from the app, and an owner cannot be removed. To transfer ownership, contact us.