Skip to main content
You’ve built an agent and your support lead wants to read conversations, your ops person needs to manage contacts, but neither should touch billing. Teams lets you invite people into your organization and give each one the right level of access — Owner, Admin, or User. Open Settings → Teams from the dashboard sidebar. The page is titled Teams, with the subtitle “Invite and manage your team members and their roles.”

​
Prerequisites

  • You must be an Owner or Admin to invite or manage members.
  • Team seats depend on your plan. The Free tier shows No Teams Option; paid plans include a set number of members (for example “Up to 3 team members”), and you can buy more with the Team Member add-on.

​
The three roles

A2V2.ai uses three organization roles. Pick the lowest one that lets a person do their job.
RoleWho it’s forWhat they can do
OwnerThe person who runs the accountFull control of the organization — everything an Admin can do, plus billing, plans, add-ons, auto-recharge, renaming the organization, and inviting or managing Admins. There is one Owner.
AdminDay-to-day operators and managersManage agents, knowledge bases, and CRM (contacts, forms, automations); invite and manage Users; see organization-wide audit logs. Admins cannot change billing, the organization name, or manage other Admins or the Owner.
UserTeammates who need limited accessWork within the agents they’re given, with read and limited-write access. Agent settings in the Sandbox are read-only for Users, they see only their own activity in audit logs, and they can’t invite or manage members.
Who can assign what. Only the Owner can invite someone as an Admin or promote a member to Admin — Admins can invite Users only. An Admin can edit or remove Users, but not other Admins or the Owner. No one can manage the Owner from this screen.

​
Invite a team member

1

Open Teams

From the dashboard sidebar, select Settings → Teams, then New Member.
The Teams screen with the member table showing Members, Since, Role, and Progress columns and the New Member button.
2

Enter their email and role

In the Invite Team Member dialog, type the member’s email (for example member@example.com) and choose a Role. Owners can pick Admin or User; Admins can pick User.
3

Send the invite

Select Send Invite. You’ll see “Invitation sent successfully.” The person gets an email invitation; once they accept, they join your organization with the role you chose.

​
The team list

Each member or pending invite appears as a row with these columns:
ColumnWhat it shows
MembersThe person’s name and email
SinceWhen they joined or were invited
RoleTheir organization role — Owner, Admin, or User
ProgressTheir invitation state (for example, an invite that hasn’t been accepted yet)
Before you add anyone, the list reads “No team members yet.”

​
Manage a member

From a member’s row, an Owner or Admin can:
  • Edit Role — open Edit Member Role, change the role, and Update Role. You’ll see “Role updated successfully.”
  • Delete Invite — cancel a pending invitation that hasn’t been accepted (“Invitation deleted”).
  • Remove a member — take them out of the organization (“Member removed”).
What you can do depends on your role: an Admin can manage Users only, while the Owner can manage any Admin or User. You can’t manage your own row.
Removing a member revokes their access to the organization immediately. Deleting an invitation cancels it before it’s accepted. Neither can be undone — you’d re-invite the person to restore access.

​
Running out of seats

If you’re at your plan’s member limit, the button reads Buy more seats or Upgrade to use team instead of New Member. Add capacity with the Team Member add-on, or move to a plan with more included members on the Plans page. Billing changes are Owner-only.
Give people the narrowest role that still lets them work. Reserve Admin for those who genuinely manage agents, content, or contacts; everyone else is fine as a User. You can always promote someone later from Edit Role.

​
Troubleshooting

Only the Owner can invite or promote someone to Admin. As an Admin you can invite Users only. Ask your Owner to grant the Admin role.
You’ve used all the team seats on your plan. Add the Team Member add-on or upgrade your plan. Seat changes are handled by the Owner.
Admins can manage Users only. Managing another Admin (or the Owner) is reserved for the Owner.
Their invite is pending until they accept it from the email. Check the Progress column, and re-send by deleting the invite and inviting again if needed.

Team Member add-on

Add more seats when your plan runs out.

Plans

Compare how many members each plan includes.

Audit logs

See what every member has been doing.

Organization

Name the workspace your team shares.