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What is this?

Team (shown as Team Management) is where you add the people who work in your workspace, assign each of them a role and a set of permissions, and review what they’ve done. It makes sure the right people have access to the right features. Full Team page
Team is opened from the profile menu (Team Members) and requires the team:view permission. The number of members you can add depends on your subscription plan.

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What can I do here?

  • See summary tiles: Total Members, Active Members, and Inactive Members
  • Search members and filter by role (All roles, Owner, Admin, Team)
  • Read each member’s Member (name and email), Role, Status, and Last Active time
  • Add someone with Invite Member
  • Edit a member’s details and permissions, or Remove Member
  • Select several members to Activate Selected, Deactivate Selected, or Remove Selected
  • Review team actions in Activity Logs

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How to use it

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Add a team member

  1. Go to Team Members from the profile menu and click Invite Member.
  2. Under Member details, enter their First name, Last name, Username, Email, and Timezone, and choose their Role.
  3. Choose which channels the member is assigned to.
  4. Set their permissions (see below), then save.
The team member form showing the member details and the permission groups

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Set permissions

Permissions decide what each member can see and do. Each is a toggle, and disabled permissions hide or restrict the matching feature. They are grouped by area: Team — key controls
Follow the least-access principle: give each person only the permissions they need, review them periodically, and keep ownership of critical workflows clear.

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Review Activity Logs

  1. Open Activity Logs from the profile menu.
  2. Use the Total Logs, Active Members, and Today tiles for a quick summary.
  3. Search by member, action, or details. Each row shows the Member, Action, Details, and Timestamp.
Use it to monitor activity, track changes, and keep people accountable.

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Troubleshooting / Technical Notes

  • You can’t add another member. Your plan’s member limit has been reached — upgrade your plan or remove an inactive member.
  • A member can’t see a page. Open their permissions and make sure the matching View permission is on.
  • A member sees only some conversations. See Assigned Only restricts them to conversations assigned to them.
  • “Cannot be undone” when removing. Removing a member is permanent; deactivate them instead if they might return.
Last modified on September 26, 2026