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Invite and manage members

Add your colleagues, assign the right roles and manage your team.

Written by Team Ops

You manage your team under Settings → Team.

The two roles

Role

Can do

Admin

Everything: invite/remove members, activate Stripe, edit settings, manage API keys and the Ezus integration, create payment links.

Member (Agent)

Create payment links and track transactions. Read-only on settings; cannot invite members or configure Stripe.

Invite a member

(admins only)

  1. Go to Settings → Team.

  2. In the invite form, enter your colleague's email address.

  3. Choose their role: Member (default) or Admin.

  4. Click "Send".

An "Invitation sent" message confirms it. Until the person accepts, they appear in the Pending invitations section with a "Pending" badge.

The agency owner

The agency creator carries the "Owner" badge. This account is protected: it cannot be removed, which guarantees an agency always keeps a responsible lead.

Remove a member

(admins only)

  1. In the members list, click "Remove" next to the person.

  2. Confirm in the dialog.

Permanent action: removing a member takes them out of the organization and deletes their account. You cannot remove the agency owner, nor yourself.

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