To manage team members on your account, you must be the Owner or have the Administrator role.

To start, from the Agent Response dashboard, expand the top right menu and go to Your Settings.

From the left menu, go to Company Account, and click the cog icon of the team.

From the left menu go to Team Members.

Here, you manage the users in the account, see active account members and pending invites.

Adding Team Members

You can invite new users via email and assign them a role. You can only invite 1 user at a time.

The list of roles available are below:

• Owner - is the account owner and can control everything in your account.
• Administrator - can do most things except handle your team subscription and export contact data.
• Manager - can do the same as the administrator except it can't add team members or export contact data.
• Staff - can view most pages but cannot update or create office portals or phone numbers.

The table below is a breakdown of the list of permissions each role has.

Removing Team Members

To remove a team member, you must the Owner of the account or have the Administrator role.

If you want to revoke an invite, where the person has not accepted the invite yet, you can from Mailed Invitations list, hover over the email of the invite you would like to revoke and click the bin icon.

To remove a member that is part of the team, scroll down to account members and click the red X next to their name and confirm that you want them to be removed.

Change team member role

To change a team members role, find them in the Account Members list and click the gear icon next to their name.

Here you will be shown a drop down list where you can change their role, once selected hit update.