Changing a member’s role
1
Go to Settings → Team
Click Settings, then the Team tab.
2
Find the member
Locate them in the Active Members list.
3
Change their role
Click the role badge next to their name and select the new role.
4
Done
The change takes effect immediately — no re-login required.
Removing a member
1
Go to Settings → Team
Click Settings, then the Team tab.
2
Find the member
Locate them in the Active Members list.
3
Remove them
Click the × button on their card.
4
Confirm
They lose access immediately.
What happens when a member is removed
- They are logged out of all devices immediately
- Their conversation history stays — nothing is deleted
- Conversations assigned to them are not reassigned automatically
- You can invite them again at any time
Team management best practices
Do
- Remove members who have left your business promptly
- Review your team list monthly to keep it tidy
- Use Agent role for new hires — promote after they settle in
Don't
- Share your own account — always invite them separately
- Give Admin access to temporary staff
- Leave pending invites open for months