Browse Account, Billing & Team
Short answers about your team, roles and brands. For the full guide, see Team Access Control.
Why is a button locked or greyed out?
Your role on this brand doesn't include that action. Click the locked button, choose the level you need and send the request. A brand admin approves it under Settings → Users → Requests.
The Agent says my role doesn't allow this.
The Agent follows the same roles as the buttons. Use the Ask for access card in the chat to send a request.
How do I invite a teammate?
Open Settings → Users → Invite teammates, or click the invite icon in the top bar. New people join as Member, or as Guest if their email is outside your company's domain.
How do I change what someone can do on one brand?
Open Settings → Users, click Edit access next to the person, and change the role next to that brand. Changes save right away.
Can I make my own role?
Yes. Open Settings → Roles and click Create role. A change to a role applies to everyone who has it.
Why can't I create a new brand?
Creating brands is part of your organization role, and Org Member doesn't include it by default. Ask an organization admin.
How do I switch brands?
Click your brand name at the bottom of the side menu and pick one from Your Brands. You can search by name or domain.
Where are my profile and usage stats?
Click your avatar in the top bar to open Your Profile. Usage insights there shows Your usage and the Leaderboard for your organization.
