Team Collaboration Feature

Team Management with Role-Based Access

Stop sharing credentials. Give each team member their own login with precisely the access they need. Control who can view, create, edit, or delete across every feature.

4
Default Roles
10+
Permission Sections
100%
Audit Trail

Team Members

John Smith
john@company.com
Owner
Sarah Johnson
sarah@company.com
Admin
Mike Davis
mike@company.com
Manager

Complete Team Control

Everything you need to manage team access securely and efficiently.

Separate Logins

Each team member gets their own email and password. No more sharing credentials or security risks.

Role-Based Access

Control what each person can see and do with pre-built roles or custom ones you create.

Granular Permissions

Decide exactly which features each role can access: view, create, edit, or delete.

Custom Roles

Create custom roles tailored to your organization's needs beyond the defaults.

Activity Logs

See who did what and when with complete audit trails of team actions.

Secure Sessions

Cryptographically secure session tokens with automatic expiration for maximum security.

Default Roles

Four pre-configured roles to get you started. Create custom roles anytime.

Owner

Full access to everything including team management and billing.

Best for: Business owners, account administrators
Admin

Full access except some billing functions.

Best for: Senior managers, department heads
Manager

Can manage campaigns, agents, and contacts.

Best for: Campaign managers, team leads
Viewer

Read-only access to view data.

Best for: Stakeholders, analysts, auditors

Granular Permission Control

Control access to every feature with fine-grained permissions.

Campaigns
  • View Campaigns
  • Create Campaigns
  • Edit Campaigns
  • Delete Campaigns
  • Execute Campaigns
Agents
  • View Agents
  • Create Agents
  • Edit Agents
  • Delete Agents
  • Flow Builder Access
CRM / Leads
  • View Leads
  • Edit Leads
  • Delete Leads
  • Manage Pipelines
Calls
  • View Calls
  • View Recordings
  • View Transcripts
Knowledge Base
  • View Documents
  • Add Documents
  • Edit Documents
  • Delete Documents
Phone Numbers
  • View Numbers
  • Purchase Numbers
  • Manage Numbers
Billing
  • View Billing
  • Manage Billing
  • Purchase Credits
Analytics
  • View Analytics
  • Export Reports

How It Works

Set up your team in minutes, not hours.

1

Go to Team Settings

Navigate to Settings and click on the Team tab.

2

Add Team Member

Enter their email, name, and select a role.

3

They Get Credentials

Team member receives login credentials via email.

4

Start Collaborating

They log in at /team/login and access allowed features.

Frequently Asked Questions

Team members use a dedicated login page at /team/login. They enter the email and password provided to them. This is separate from the main account owner login.

Yes. Go to Team Settings and click on the Roles tab. You can create new roles with any combination of permissions, or copy an existing role and modify it.

Their access is revoked immediately. They will not be able to log in anymore. All their activity history is preserved in the audit logs.

There is no hard limit on the number of team members you can add. Add as many as your organization needs.

Yes. Team members can change their password after logging in through their profile settings. We recommend they do this after first login for security.

Ready to Add Your Team?

Stop sharing credentials. Give each team member secure, controlled access to your AI voice agent platform.