Team and Account

This section describes project members, invitations, roles, account settings, and notifications.

It helps you understand who has access to the project, what permissions members have, and how to manage personal user settings.

Main tasks

• Participants - list of users and their access.
• Invitations - how to invite a person to the project.
• Editing participant - changing the role and rights.
• Account - profile and basic settings.
• Account notifications - what notifications the user receives.

Typical scenarios

• Add a new member to the project.
• Check why a user cannot see a required section.
• Change a member role or permissions.
• Configure personal account data.
• Check which notifications the user receives.

What to remember

Team permissions affect access to projects, settings, billing, channels, and agents. If an action is unavailable, first check the member role and the selected project.