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Invite and manage team members

Your agency's team members share access to every client project linked to the agency. Add people from the Team page and give each the smallest role they need.

Before you begin

You have the Owner role in your agency. Only Owners can manage the team.

Roles

Role Can
Owner Everything, including inviting team members, changing roles and removing people.
Editor Create and manage quotes and configure every client site. Can't manage the team.
Viewer View client sites, calls and reports. Can't change anything.

A team member's role applies to every client project. If someone needs to configure one client's site, they need Editor for all clients.

Invite a team member

  1. In the Enfonica Console, click Team > Invite team member.
  2. Enter the person's email address and choose a role.
  3. Send the invitation.

The invitation appears in the list with the status Invited. The person receives an email with an Accept Invite link and either creates an Enfonica account or signs in to an existing one. If they already belong to another organisation, they are asked to confirm the switch. Invitations expire if they aren't accepted; click Resend to send a new one, or Revoke to withdraw it.

Change a role

  1. Click Team.
  2. Next to the person, choose Change role, pick the role, and save.

The change takes effect immediately, though the person may need to sign out and in again. You can't change your own role.

Remove a team member

  1. Click Team.
  2. Next to the person, choose Remove, and confirm.

The person loses access to every client project. You can't remove yourself, and the agency must keep at least one Owner.

When someone leaves the agency

Warning

Remove them from Team the same day. Until you do, they keep access to every client's calls and recordings.

What's next