Team & roles

Invite your team and control who can see and do what with roles.

Every person in your workspace has a role — Owner, Administrator, or Agent — that decides what they can access.

Invite teammates by email, change roles at any time, and review a complete audit log of important actions.

Get started

If you're new to team & roles, these are the pages to read first:

Next steps

Once you've covered the basics, these guides help with other tasks: