Team members and roles
Roles
| Owner | Admin | Member | |
|---|---|---|---|
| Build automations, use the inbox, contacts and broadcasts | Yes | Yes | Yes |
| Connect and disconnect Instagram accounts | Yes | Yes | No |
| Invite people and manage invitations | Yes | Yes | No |
| Change roles and remove members | Everyone | Admins and members | No |
| Change the plan and billing | Yes | Yes | See the plan only |
Only an owner can make someone an owner. A workspace always keeps at least one owner, so the last owner can neither change their own role nor leave.
Invite someone
- 1Open Team
Open Settings and choose Team.
- 2Enter the email and role
Type the email address and choose Admin or Member.
- 3Send the invitation
Select Send invitation. ChatPeak shows the invitation link and says whether it was also emailed, so you can share the link yourself.
An invitation link works once, for 7 days, and only for the invited email address. Under Pending invitations, send a new link, which replaces the old one, or revoke the invitation.
Accept an invitation
Open the link, then create an account or log in with the email address that was invited, and select Accept invitation. The workspace opens right away. If you are logged in with another account, the page offers to switch accounts.
Change roles, remove members or leave
Owners and admins change a member's role with the selector next to their name and remove them with the remove button. They lose access right away. Everyone can leave a workspace with the leave button next to their own name.
Conversations can be assigned to any member in the inbox. To work in several separate workspaces, see workspaces.