Team members - invite and manage (new UI)

In this guide, you will learn how to invite, accept, and manage team members in CallFluent AI. By following these simple steps, you can efficiently collaborate with your team within the CallFluent Workspace.

Steps to Manage Team Members in CallFluent AI

Inviting a New Team Member

1. Access CallFluent Workspace

   • Go to your CallFluent Workspace by selecting the desired Workspace.

2. Navigate to Team Members Settings

   • Click on the Workspace Settings tab on the left side of the screen.
   • Click to the Members tab.
   • 

3. Invite a New Team Member

   • Click the Invite User button.
     
     
     
   • A popup will appear. Enter the new team member's email, choose the role and click Send invite.
     
     Good to know:
     You can choose from multiple roles for the new team member
   • guest
     • has full access to the workspace agents
     • doesn't have access to the workspace settings
   • user
     • has full access to the workspace agents
     • has access to the workspace settings (can use all the workspace settings except he cannot add new members to the workspace)
       
       
       
       
       
   • The status will show as Pending until the user accepts the invitation.
   • Once the user accepts the invitation, the status will change to Active.
     
     
     

Accepting a Team Member Invitation

1. Check Your Email

   • Look for an email with the invitation to join CallFluent.

2. Accept the Invitation

   • Click on the registration link in the email.
   • On the registration page, choose a password.
   • You will then be able to successfully log in to the CallFluent Workspace.

Managing Team Members - Deleting a Team Member

1. Navigate to Team Members Settings

   • Click on the Workspace Settings tab on the left side of the screen.
   • Click to the Members tab.

2. Delete a Team Member

   • Find the team member you want to delete.
   • Press the Delete icon available in the Actions column.
     

Managing Team Members - Modifying the role of a Team Member

1. Navigate to Team Members Settings

   • Click on the Workspace Settings tab on the left side of the screen.
   • Click to the Members tab.

2. Modify the role of a Team Member

   • Find the team member you want to modify.
   • Press the Role dropdown and select the new user role.
     

That's it! Now you know how to invite, accept, and manage team members in CallFluent AI.