Inviting Members

Once your VoiceB organization is created, you can easily invite your team members and assign them roles based on their level of access. Roles define what each user can see and do inside the platform.

VoiceB tip: Assign at least two Admins to your organization — this ensures you always have full access even if someone is unavailable or leaves the team.

🔐 Roles Overview

Role	Permissions
Admin	Full access: can create/edit campaigns and agents, manage team members, update billing, and view analytics
Member	Can view dashboards, transcripts, and analytics. Cannot edit scripts or manage campaigns

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🚀 How to Invite Members

1. Navigate to Settings → Organization → Members

2. Click Invite

3. Enter the email address of the team member

4. Choose their Role (Admin or Member)

5. Click Send invitation

The invited user will receive an email to join the organization and complete their setup.

📸 Example view:

Choose their Role (Admin or Member)

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✏️ Changing a Member’s Role

Admins can update roles at any time:

• Go to Settings → Members

• Use the dropdown under the Role column next to each member

• Select Admin or Member

✅ Tip: Only Admins can change roles or remove users.

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Need help managing team permissions? Reach out to [email protected] — we’ll help you set everything up securely.