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Open Team under account settings (/settings/team).

How do I add someone to my team?

  1. Click Invite Team Member.
  2. Complete the invite (including role).
  3. Send the invite.
On a pending row, Resend invite sends the email again.

What’s the difference between an admin and a regular team member?

  • Admin — full event and account settings, including Export.
  • Team Member — standard event work (people, lists, broadcasts, inbox, website, most settings).
  • Messages Only — People and Inbox only.
  • Assigned Only — People and Inbox only, focused on assigned conversations.

How do I remove someone from the team?

  1. Open the row menu.
  2. Click Remove.
  3. Or click Edit, change the role, then Save / Cancel.