How do I invite my team?

Go to Settings → Team, click Invite User, enter their Email Address, choose a Role (Admin, Member, or Viewer), and click Send Invitation. They'll get an email to create their account and join your organization. If you'd rather set up the account yourself, use Create User instead to create it with a password directly.

Before you start:

  • An Admin or Owner role (Members and Viewers can't invite).
  • The email address of each person you want to add.

Steps

  1. Open Settings from the sidebar, then click the Team card.
  2. Click Invite User.
  3. Enter the Email Address and pick a Role. 📷 Screenshot coming soonInvite Team Member dialog with Email and Role
  4. Click Send Invitation.

Create the account yourself

  1. On the Team Management page, click Create User.
  2. Enter Full Name, Email Address, a Password (at least 12 characters), and a Role.
  3. Click Create User. 📷 Screenshot coming soonCreate New User dialog

What happens next

An invited user appears under Pending Invitations until they accept; you can resend the invite (once every 5 minutes) or cancel it. A created user can sign in immediately with the password you set. Once they join, they appear under Team Members with their role badge.

Roles

RoleWhat they can do
Admin"Admins can manage team members and settings"
Member"Members can view and analyze call data"
Viewer"Viewers have read-only access to results"

The Owner of an organization can't be edited or removed from the Team page.

How it works

Invite User sends an email invitation the person accepts themselves. Create User builds the account right away with a password you choose and share with them directly — no email round-trip. Both add the person to your current organization with the role you pick.

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