Team and account access
Manage staff roles, invitations, personal account details, and workspace-specific sign-in.
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Administrator and member permissions
| Task | Administrator | Member |
|---|---|---|
| Review conversations and form results | Yes | Yes |
| Manage shared notification recipients | Yes | Yes |
| Change own personal notification subscription | Yes | Yes |
| Change own profile and sign-in details | Yes | Yes |
| Configure agent, knowledge, forms, classifications, installation, and workspace settings | Yes | No |
| Invite staff, change another member's role, or remove their account | Yes | No |
| Change the inactivity notification delay | Yes | No |
Invite and manage staff
An administrator opens Team, chooses Invite staff, enters the recipient's email, and selects the access level. Pending invitations remain visible until accepted or revoked. An invitation is workspace-specific.
Administrators can change another account's role or remove its workspace access. The product prevents removing the last administrator and refuses self role/removal changes through these controls. Choose another administrator to handle changes to your own membership.
Removing an account also removes its personal notification subscriptions. Shared email destinations are workspace settings; review those separately if the former member's address was added as a shared recipient. Removing staff access does not delete conversation records or retract previously sent emails.
Sign in to the right workspace
Use your workspace's address or enter its identifier on the Runs Agents sign-in page. The same email in two workspaces identifies independent accounts. A remembered workspace in browser navigation does not grant access without a valid sign-in.
Open invitations, reset links, and confirmations using the intended workspace and account. Sign in separately to each workspace you use.
Change personal details
In Account settings, update your display name or request an email change. An email change requires the current password and confirmation sent to the new address. The current address stays active until confirmation succeeds. You can cancel or replace a pending change and request another confirmation after the resend interval.
Confirmation links expire after 30 minutes. Check the displayed account state if a security email could not be delivered; an email problem and a saved account change can be different outcomes.
Reset a password
Use Reset your password or the workspace sign-in recovery link. Reset links are single-use and valid for 30 minutes. Requesting another link replaces the previous one. After a successful reset, sign in again.
If a reset email is missing, check the workspace, address, and spam folder before requesting a fresh link. Contact a workspace administrator when you no longer have access to the registered inbox.