Managing Team Member Access

Update permissions and remove team members as your team changes.

Accessing Team Management

1. Go to Settings (/settings)
2. Find the Team Members section
3. View the current team member list

Viewing Team Members

The team list shows:

• Team member name (or email if no name set)
• Email address
• Permission badges
• Remove button

Removing Team Members

Steps to Remove

1. Find the team member in the list
2. Click the "Remove" button
3. Confirm removal in the dialog
4. Team member loses access immediately

What Happens When Removed

• Access is revoked immediately
• They can no longer see conversations
• They cannot reply to messages
• They lose all permissions
• No email notification is sent

Updating Permissions

To change a team member's permissions:

1. Remove the team member
2. Add them again with new permissions
3. They'll have the updated access level

Permission Badges

Team members show their permissions as badges:

• Admin - Blue badge
• View conversations - Green badge
• Reply to conversations - Yellow badge

Members with reply permission also show the view badge (since reply includes view).

Best Practices

Regular Review

• Review team members monthly
• Remove members who no longer need access
• Update permissions as roles change

Access Control

• Grant minimum necessary permissions
• Use view-only for observers
• Reserve admin for trusted members

Communication

• Inform team members before removing access
• Explain permission changes
• Document who has what access

Troubleshooting

Cannot Remove Member

• Ensure you have admin access
• Check that you're the account owner
• Verify the member exists in the list

Permissions Not Updating

• Remove and re-add the member
• Refresh the page
• Check that permissions were saved

Related Topics

• Adding team members
• Understanding permission levels
• Collaborating on conversations