Teams
Invite teammates with roles, permissions, and audit trail
Teams let you collaborate with other operators in the same workspace. Each workspace has one owner who can invite members and assign roles.
Roles
| Role | Privileges |
|---|---|
| Owner | Full control: billing, team management, account management, automation, bots, analytics, marketplace, privacy settings, delete workspace |
| Admin | All privileges except: billing (view-only), delete workspace, manage owner role. Can manage team members (except the owner). |
| Operator | Can use accounts, run automation, manage flows and auto-replies, manage bots, view analytics, view team. Cannot: manage billing, manage team, delete workspace, manage privacy settings, manage marketplace listings. |
| Viewer | Read-only access to dashboard, analytics, accounts list, inbox (view messages but cannot reply), bots, groups, teams. Cannot: send messages, create automation, manage billing, manage accounts, manage marketplace. |
Privilege rules
- Each workspace must have exactly one owner at all times.
- Ownership can be transferred to another workspace member (owner > select member > confirm). The previous owner becomes an admin.
- Admins can invite new members, remove members (except the owner and other admins), and change member roles (except owner role).
- Operators and viewers cannot invite or remove team members.
- Role changes are logged in the audit trail.
Per-member overrides
For Admin and Operator roles, the workspace owner can set per-member overrides that restrict specific actions:
| Override | Effect |
|---|---|
can_manage_billing | Admin: can manage billing (default: view-only for admins). Operator: can view billing but not make changes. |
can_manage_marketplace | Grants marketplace listing management permissions. |
can_delete_accounts | Allows the member to delete accounts from the workspace. |
inbox_read_only | Forces the member's inbox to read-only regardless of role. |
max_accounts | Limits the number of accounts the member can operate. |
Overrides are configured at Settings > Teams > Member > Overrides.
Multi-team membership
An operator can be a member of multiple workspaces. Each membership is independent:
- Your role in Workspace A does not affect your role in Workspace B.
- Wallet balances, accounts, and resources are scoped per workspace.
- You switch between workspaces from the workspace selector in the top navigation bar.
- Notifications from all workspaces appear in your notification center.
Inviting members
- Go to Settings > Teams > Invite member.
- Enter the member's email address and select a role.
- The platform sends an invitation email with a link to join.
- The invitation expires after 72 hours.
- If the invitee does not have an account, they are prompted to create one and then joined to the workspace.
You can revoke an invitation at any time before it is accepted.
Cross-team purchases
Marketplace purchases are per-workspace. If you are a member of multiple workspaces, you must select which workspace's wallet to use at checkout. Marketplace listings (including special accounts) are visible across all workspaces but purchases are scoped to the selected workspace.
Audit log retention
| Event type | Retention |
|---|---|
| Team member added/removed | 365 days |
| Role changed | 365 days |
| Permission override changed | 365 days |
| Workspace settings changed | 365 days |
| Account created/released/deleted | 365 days |
| Billing changes (plan, top-up, withdrawal) | 365 days |
| Automation created/modified/deleted | 90 days |
| Login and 2FA events | 90 days |
| Proxy assignment changes | 90 days |
| Inbox message access (who read what) | 30 days |
The audit log is available to the owner and admins at Settings > Audit log. Logs are exportable as CSV.