Team Members

Invite people to your Fyncall workspace, assign their roles, control which channels they can work in, and manage pending invitations.

Admin only

The Team Members page is available to admins and the workspace owner. Action buttons (invite, edit, resend, cancel, deactivate, delete) are disabled for non-admins.

Overview

Open Settings → Team Members (/settings/team). The top of the page shows four summary cards:

Card	What it counts
Total Employees	Everyone in the workspace
Active Employees	Members who can currently sign in
Inactive Employees	Deactivated members
Admin Users	Members with the Admin role

Below the cards are two tabs:

• Team Members — the list of existing members
• Pending Invites — invitations that have been sent but not yet accepted

The team list

The Team Members tab lists everyone in the workspace. On desktop it shows a table; on mobile each member is a card.

Column	Shows
Employee	Avatar (initials), name, and the member's ID
Email	Email address
Role	Role badge, an Owner badge (crown) if applicable, and channel-access badges for non-admins
Status	Pending, Active, or Inactive
Created	Date the member was added

Click any row to open the member's detail page.

Filters

Use the filter bar above the list to narrow it down:

• Search — by name or email
• Status — All, Active, Inactive
• Role — All, Admin, User
• Sort By — Default, Ascending, Descending
• Per Page — 10, 20, 50, or 100 rows

A Reset button appears whenever a filter is applied.

Roles and permissions

Fyncall has two assignable roles plus a special Owner designation.

Role	Access
Admin	Full access to every feature except billing (billing is reserved for the Owner). Can manage the team, settings, and integrations.
User	Limited, support-focused access (see the table below).

The Owner is the person who owns the workspace. Owner is a flag, not a selectable role — it is shown with an amber crown badge. The Owner cannot be deactivated, deleted, or have their role changed.

Super admin

A super_admin role exists for Fyncall platform staff. It cannot be assigned from this page.

What a User can access

When you assign the User role, the member gets this fixed feature access (shown read-only when editing):

Feature	Access
Dashboard	View
Inbox	View + manage
Products	View only
Orders	View + manage
Customers	View + manage
Agents	No access
Integrations	No access
Stores	No access
Widget	No access
Team	No access

Admins see Admin — Full Access instead of this table.

Inviting a team member

1. Click Invite Member (top right). This opens the invite screen (/team/invite).

2. Fill in the form:

   Field	Required	Notes
   First Name	Yes
   Last Name	Yes
   Email Address	Yes	Must be a valid email
   Role	Yes	Admin or User
   Restrict channel access	No	Toggle, shown only for the User role

3. (Optional) Turn on Restrict channel access to limit which channels the member can work in. Toggle any of:

   • WhatsApp
   • Instagram
   • Email
   • Web Chat

   If you leave this off, the member can access all channels. Choosing the Admin role clears and disables channel restrictions.

4. Click Send Invitation. The invitee receives an email with a link to set up their account.

tip

Channel access only applies to the User role. Admins always have access to every channel.

Pending invites

The Pending Invites tab lists invitations that have not been accepted yet.

Column	Shows
Member	Name (or email if no name yet)
Email	Email address
Role	Assigned role
Status	Pending or Expired
Sent	When it was sent (plus "resent X times" if applicable)
Expires	Time remaining, or the expiry date in red if expired
Actions	Resend and Cancel

Invitation statuses

Status	Meaning
Pending	Sent, awaiting acceptance
Accepted	Account created — the member now appears as Active/Inactive
Expired	The invite expired; you can resend it
Cancelled	An admin cancelled the invite

Resend or cancel

• Resend (refresh icon) — sends the invitation email again and increments the resent count.
• Cancel (X icon) — shows a confirmation dialog, then deletes the invitation.

Managing a member

Click a member in the list to open their detail page (/team/:id). You'll see contact and account information plus an Actions panel on the right. If the member hasn't accepted their invite yet, a Pending Invitation banner appears and some actions are restricted.

Edit details

Click Edit to open the edit panel. You can change:

• First name, last name
• Email address, phone number
• Role (Admin or User)
• Timezone
• Channel Access toggles (for the User role only)
• Team member is active toggle

Save Changes is enabled only when something has changed.

Activate / Deactivate

• Deactivate temporarily blocks an active member from signing in.
• Activate restores access to an inactive member.

Delete a member

Click Delete Employee to remove a member permanently (confirmation required).

Protected accounts

• The Owner cannot be deactivated, deleted, or have their role changed.
• You cannot change your own role or status, or delete your own account, from this page.
• A member's status and role cannot be changed until they accept their invitation.