Platform Setup
Setting Up Team Roles & Permissions
Invite your team members and control exactly what each person can see and do in BizBotify.
5 min
Beginner
How to do it
Go to Settings → Team Members
Click Settings in the left sidebar, then select Team Members.
Click "Invite Team Member"
Click the Invite Team Member button in the top-right corner of the page.
Enter their email and choose a role
Type the person's email address and select their role: Admin (full access), Agent (can reply to conversations), or Viewer (read-only access).
They accept the invitation
Your team member receives an email invite. They click the link, create a password, and are added to your organization automatically.
Change or remove roles anytime
Back on the Team Members page, click the three-dot menu next to any member to change their role or remove them from your organization.
Role summary: Admin can manage settings, billing, and all conversations. Agent can reply to conversations and use automation. Viewer can read conversations but cannot send messages.