Team Members
The Team Members tab shows all users added to the workspace.What users can do
- View all team members
- Check role and status
- See last active time
- Add new members
- Edit or remove existing members
Key fields
- Member — Name and email
- Role — Assigned role (e.g., Team, Admin)
- Status — Active or inactive
- Last Active — Most recent activity timestamp
Add / Manage Members
Users can add new members and assign roles.
Actions available
- Add member (based on plan limits)
- Edit user details
- Update permissions
- Remove access
Member limits may depend on the subscription plan.
Permissions
Permissions define what each team member can access and control.Available permission groups
- General Settings
- Manage Settings
- Manage Inbox
- Manage Contacts
- Manage Campaigns
- Manage Automations
- Manage Templates
- Manage Labels
- Manage File Manager
- Manage Web Chat
- Manage Google
- Manage Instagram
- Manage Catalogs
- Manage Team
- Manage Tickets Support
- View Analytics
How Permissions Work
- Permissions are assigned per user
- Each toggle controls access to a specific module
- Disabled permissions restrict visibility and actions
Activity Logs
The Activity Logs tab tracks actions performed by team members.What it helps with
- Monitor user activity
- Track changes and updates
- Maintain accountability
Recommended Workflow
- Add team members based on roles
- Assign only required permissions
- Review permissions periodically
- Monitor activity logs for usage and changes
Best Practices
- Follow least-access principle (only give needed permissions)
- Avoid giving full access to all users
- Review inactive users regularly
- Keep ownership clear for critical workflows