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Team Management

Invite and manage team members in your Fyncall workspace.

Team Overview​

View all team members:

  1. Go to Settings → Team
  2. See list of all members
  3. View roles and status

Inviting Team Members​

Send Invitation​

  1. Click Invite Member
  2. Enter email address
  3. Select role
  4. Click Send Invite

Invitation Email​

Invitee receives:

  • Welcome message
  • Link to create account
  • Your company name

Invitation Status​

StatusDescription
PendingAwaiting acceptance
AcceptedAccount created
ExpiredInvite not used (7 days)
CancelledManually cancelled

Roles​

Available Roles​

RolePermissions
OwnerFull access, billing, delete account
AdminManage team, settings, integrations
ManagerManage agents, view reports
AgentHandle conversations, view customers
ViewerRead-only access

Role Comparison​

PermissionOwnerAdminManagerAgentViewer
View conversations✓✓✓✓✓
Send messages✓✓✓✓✗
Manage customers✓✓✓✓✗
View analytics✓✓✓✗✓
Manage AI agents✓✓✓✗✗
Team management✓✓✗✗✗
Integrations✓✓✗✗✗
Billing✓✗✗✗✗
Delete account✓✗✗✗✗

Managing Members​

Change Role​

  1. Find member in team list
  2. Click role dropdown
  3. Select new role
  4. Confirm change

Remove Member​

  1. Click member's menu (⋮)
  2. Select Remove
  3. Confirm removal
caution

Removing a member doesn't delete their conversation history. Conversations remain attributed to them.

Deactivate Member​

Temporarily disable access:

  1. Click member's menu
  2. Select Deactivate
  3. Can reactivate later

Teams & Groups​

Create Team​

Organize members into teams:

  1. Go to Teams tab
  2. Click Create Team
  3. Name the team
  4. Add members

Team Uses​

  • Route conversations to teams
  • Team-based analytics
  • Permission groups

Channel Access​

Restrict Channels​

Limit which channels a member can access:

  1. Edit member settings
  2. Go to Channel Access
  3. Toggle channels on/off

Example​

Agent Sarah:
✓ WhatsApp
✓ Widget
✗ Email
✗ Instagram

Notification Settings​

Per-Member Settings​

Each member can configure:

  • Email notifications
  • Browser notifications
  • Mobile push
  • Notification schedule

Admin Override​

Admins can set defaults:

  • Required notifications
  • Minimum settings
  • Escalation alerts

Activity Audit​

View Activity​

Track team member actions:

  1. Go to Settings → Activity Log
  2. Filter by member
  3. See actions and timestamps

Logged Actions​

  • Logins
  • Settings changes
  • Customer edits
  • Conversation actions