Add team members and manage roles

Team members are the people who can log in to your workspace. Their role decides what they can see and change. You manage your team and each person's role in Settings in the dashboard.

What each role can do

Nuteq AI has three roles:

• Owner. Manages everything, including the billing plan. The account always has at least one owner.
• Admin. Can update the business profile, invite and manage team members, and configure agents and knowledge. Cannot change billing.
• Member. Can work customer conversations, view calls, and read analytics. Cannot change workspace settings.

When you invite someone, you choose admin or member. You cannot assign the owner role on the invite screen.

Invite a team member

1. Open Settings and go to Team members.
2. Select Invite member.
3. Enter the person's email address. Choose admin or member.
4. Send the invite. The person gets an email with a link to join your workspace.

After the person joins, you can change their role or remove them in the same list at any time. When you remove someone, their access ends at once.

Best practices

Give the admin role only to a person who needs to change agent setup, knowledge, or team access. A person who works calls, texts, and leads day to day can stay a member. This protects your workspace settings from accidental changes.