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Team management

Manage your team members and their access. Team management allows you to add team members, assign roles, and control access to your Arnio workspace.

Add team members

  1. Navigate to Settings > Team Management
  2. Click Add Team Member or Invite User
  3. Enter the team member’s email address
  4. Select their role
  5. Assign workspace permissions
  6. Send the invitation

Manage roles

Assign roles to team members:
  • Admin: Full access to all features and settings
  • Manager: Access to most features, limited settings
  • Agent: Access to messaging and contacts
  • Viewer: Read-only access

Workspace access

Control which workspaces team members can access:
  • All workspaces: Access to all workspaces
  • Specific workspaces: Limit access to selected workspaces
  • Single workspace: Access to one workspace only

Remove team members

  1. Navigate to Settings > Team Management
  2. Find the team member you want to remove
  3. Click the More options menu (three dots)
  4. Select Remove or Deactivate
  5. Confirm the action

Best practices

  • Assign roles based on responsibilities
  • Limit access to necessary workspaces only
  • Regularly review team member access
  • Keep team member information up-to-date
See also: