Team roles and invites

Owners and admins can invite teammates from Settings > Team. Each person gets one access level: Admin, Member, or View only.

Access levels

Access	What they can do
Owner	The person who created the account. Everything an admin can do.
Admin	Everything a member can do, plus invite, change, and remove teammates.
Member	Full access to flows, contacts, reports, and settings.
View only	Can see everything, but can't change anything.

Only owners and admins see the Team page. Owners and admins also get the email when the account first goes past its included conversations in a month.

Steps

1. Go to Settings > Team.
2. Under Invite a teammate, enter their Name and Email.
3. Choose their Access.
4. Click Send invite.

They get an email with a link to set their password. The link lasts 14 days. Until they accept, they show as Invited in Team members.

If they already have a Textiful login (for example, for another business), the email asks them to sign in as usual and switch to your business from their account menu. See switch between accounts.

Manage teammates

In Team members, next to anyone other than the owner and yourself:

• Resend invite sends a pending invite again.
• Edit changes their access. Pick the new level and click Save.
• Revoke invite cancels a pending invite, so the link stops working.
• Revoke access removes someone right away. Anything they set up stays. You can invite them again later.

The list also shows when each person last signed in.