Dev note
Give each teammate access to exactly what they need
Set view or edit permission per feature for every member of your organization.
- Type
- New feature
- Shipped
- Areas
- Dashboard · Security
Team management now lives in the main navigation and controls access feature by feature. Each teammate is a Viewer, an Admin, or Custom, and Custom lets you grant view or edit separately on agents, phone numbers, billing, bulk calls, integrations, workflows and WhatsApp.
Someone with view access sees the page with a view-only marker rather than a dead end or a missing menu item. Revoking access applies immediately, including to a session that is already open.
Invites accept a Google sign-in, so a teammate can accept and land straight in the dashboard. How many seats you get comes from your plan. Open Team Management to set this up.
