Inviting your team: owners and members

Everyone on your team signs in with their own email. There are no passwords: we email a 6-digit code each time.

Inviting someone

1. Go to Team. Everyone can see who’s on the team; only owners can invite.
2. Enter their email under Invite by email, pick Member or Owner, and click Send invite.
3. They get an email and sign in with a code. Until then they show as Invited.

What each role can do

	Owner	Member
Read conversations, take over and reply	Yes	Yes
Tag and archive conversations	Yes	Yes
See Overview, Campaigns, Flows and Customers, and export them	Yes	Yes
Switch flows on or off, edit timing	Yes	No
Change settings and send brand profile changes for review	Yes	No
Rename or delete conversation tags	Yes	No
Billing, invoices and the card	Yes	No
Affiliate program	Yes	No
Invite and remove people, change roles	Yes	No

Receipts and billing alerts only go to owners, never to a shared inbox.

Changing a role or removing someone

On Team, owners can change anyone’s role from the Role column. To remove someone, click the remove icon on their row and confirm. They lose access right away.

More than one store

Access is per store. Someone on your team for one store doesn’t see another store’s conversations unless you invite them there too. See Adding another store.