Teams
In the Teams section, you have full control over managing your team's roles, assigning specific access permissions, and defining their level of involvement. This ensures seamless collaboration by allowing team members to have the right tools and permissions needed to perform their tasks efficiently.
Members
This tab lists all active team members, showing their roles (such as Admin or Owner) and status. You can manage permissions and view details like last seen activity.
Collaborator
Here, you can add external partners or contributors who work on specific projects but are not full-time members of the organization.
Invited Users
This tab displays individuals who have been invited to join the team but have not yet accepted the invitation.
To invite a new user, click on the plus (+) icon on the right.
When setting up your team, choose between Team Members for internal users and Collaborators for external users with limited access. Invite users and assign their roles accordingly.
Assign the appropriate roles, such as Admin or Support Agent.
When inviting new users, ensure that you assign the correct role and permissions to prevent unauthorized access to sensitive information.