Roles
Owners can assign Admin, Developer, or Member. Admins can assign Developer or Member. The Owner role is set when the team is created and cannot be assigned by another member.
Invite members
1
Open the team
Open Teams, choose the team, then open Members.
2
Send the invitation
Select Invite members, enter one or more email addresses, and choose a role.
3
Track pending invitations
Pending invitations appear on the team page. Members join when they accept the email invitation.
Approve agent sending
When an agent invites an owner through agent access, the owner joins the team from the email invitation. After joining, open the team page and use the Agent access card to approve or revoke that agent’s sending capability. Approval lets the agent request a send-capablesmx_agent_ token for its mailbox. Before approval, the agent’s token can read and receive mail but cannot send.
Change roles
Open Members and use the role selector beside a member. You can only assign roles below your own role.You cannot change your own role, remove yourself through the member table, or
remove the team owner.
Remove members
Use Remove member beside the person you want to remove. Removed members lose access to the team immediately. Their personal account remains active.Delete a team
Only an Owner can delete a team. Open Team settings, choose Delete team, then type the team name to confirm. Team deletion has a 7 day grace period. During that time, dashboard access and sending are paused. You can cancel deletion before the grace period ends. After deletion completes, team resources are removed and cannot be restored.Related guides
Account settings
Manage profile details, sessions, passwords, and passkeys.
API keys
Create scoped credentials for apps and integrations.
Agent access
Let agents invite an owner and request approved sending.
Team limits
See default limits and request more capacity.
Billing
Top up team balance and review transactions.