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Management

Team Management

Admin Only

Invite team members, assign roles, and manage permissions

What It Is

Team Management allows administrators to invite team members to the organization, assign roles (Admin or Member), and manage who has access to what features.

Problem It Solves

Support teams need multiple people with different access levels. Team management ensures the right people have the right access.

How It Works
  • 1

    Admins can invite team members via email

  • 2

    Two roles are available: Admin (full access) and Member (limited access)

  • 3

    Members can view and manage conversations but have limited access to settings

  • 4

    Admins can edit or remove team members

  • 5

    Role changes take effect immediately

Key Actions
Common actions you can perform with this feature

Invite Team Member

Send an invitation email to add a new team member

Assign Role

Set whether a team member is an Admin or Member

Edit Member

Change a team member's role or details

Remove Member

Remove a team member from the organization

Important Behaviors
Things to keep in mind when using this feature
  • Only two roles are currently supported: Admin and Member
  • Admins have full access to all features
  • Members can access conversations but have limited access to settings and configuration
Where to Find It

Navigate to /team in your dashboard.

Go to Team Management
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