Team Management

What this feature does:
Team Management lets authorized users invite and manage team members.

When to use it:
Use Team Management when adding new users, changing roles, or removing users from a workspace.

How to use it:

1. Open Team.
2. Review existing team members from the team list.
3. Use search to find a member if needed.
4. Select + to open Invite user.
5. Enter the user’s email address.
6. Choose a role, such as Owner or Agent.
7. Select Send Invite.
8. The invited user receives an invitation.
9. After the user accepts, they can access the workspace according to their role.

Expected result:
The user is invited and appears in the team list.

Important notes:

• Only authorized users can invite or manage team members.
• Team invitations may need to be accepted from the login screen or invite link.
• Roles control workspace access and actions.
• Users can be edited or removed if permitted.

Mobile View

Mobile View