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
- Navigate to Settings > Team Management
- Click Add Team Member or Invite User
- Enter the team member’s email address
- Select their role
- Assign workspace permissions
- 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
- Navigate to Settings > Team Management
- Find the team member you want to remove
- Click the More options menu (three dots)
- Select Remove or Deactivate
- 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