Before you start
Team access and permission management are restricted to authorized managers. Platform administration is separate.
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Open Settings > Team to review names, roles and membership status. An authorized manager can send an invitation using the actual email and preferred language.
Invite the right person MRMateoLCLuz- Invitation
- Sofia
- Preferred language
- Spanish
- Invitation
- Sofia
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Review each role and sensitive permission before granting access. Team membership is separate from platform administration and connected-agent permissions.
Check the granted permissions - Sensitive permissions
- Reviewed separately
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Disabling membership also affects that person’s API keys. Review the current warning and explain the operational impact before disabling. A key follows its creator’s current access rather than retaining an old, broader role. The membership shows the saved roles and active or disabled state; the person’s access and API keys follow those current permissions.
Review membership changes SLSofia- Membership
- Disabled
- Personal API keys
- Follow current access
A key follows its creator’s current access. Inviting a person does not grant every permission.
- Membership
- Disabled
Check the result
The membership shows the saved roles and active or disabled state; the person’s access and API keys follow those current permissions.
Limits and prerequisites
A key follows its creator’s current access. Inviting a person does not grant every permission.