Change a member’s role
Go to Settings → Team
Click Settings, then the Team tab.
Find the member
Locate them in the Active Members list.
Change their role
Click the role badge next to their name and select the new role.
Done
The change takes effect immediately — they do not need to log out and back in.
Remove a member
Go to Settings → Team
Click Settings, then the Team tab.
Find the member
Locate them in the Active Members list.
Remove them
Click the × button on their card.
Confirm
They lose access immediately across all devices.
Removing a member cannot be undone. If you remove someone by mistake, you will need to send them a new invite.
What happens when a member is removed
- They are logged out of all devices immediately
- Their conversation history is kept — nothing is deleted
- Conversations assigned to them are not reassigned automatically
- You can invite them again at any time
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 them after they settle in
Don't
- Share your own account — always invite people separately
- Give Admin access to temporary staff
- Leave pending invites open for months
