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Team management lives under Settings > Organization > Members, at /dashboard/[organization]/settings/organization/members. From here you can see everyone in the workspace, invite new people, and manage invites that haven’t been accepted yet.
The Members screen, listing the current workspace owner and a Pending Invites section with four invited email addresses awaiting acceptance

Inviting new team members

Click Invite Members, enter an email address, and pick a role: Account manager or Customer success. You can add several invites at once with “Add another one” before sending. See User roles for what each role can do. You can’t invite someone directly as Owner. Ownership only changes hands through a dedicated transfer.
The Invite Members form, with an email field, a role dropdown set to Customer success, and an Add another one link for sending multiple invites at once
AppReply emails the invitee a sign-up link. Accepting it creates their account (if they don’t already have one) and drops them straight into the workspace with the role you set. Until they accept, the invite shows up under Pending Invites, where you can cancel it with the × next to their email. When someone accepts an invite and joins, AppReply emails the workspace’s Owner and Account managers to let them know.
Only Owners and Account managers can send or cancel invites. Both can invite people at or below their own rank, so an Account manager can invite Account managers and Customer success members but cannot invite anyone as Owner.

Changing a member’s role

Open the actions menu (⋮) next to a member’s name to change their role or remove them. Role changes take effect immediately, with no re-login required. Who you can act on depends on rank: you can only change or remove someone with a strictly lower role than your own. An Account manager can manage Customer success members but not another Account manager, and only the Owner can manage Account managers. When you are the Owner, open the actions menu (⋮) on another member’s row and choose Transfer Ownership to hand ownership to that member. This is how sole ownership of the workspace changes hands; see User roles for what that means. The Owner’s own row has no actions. After the transfer you become an Account manager straight away, so check the member you pick before confirming.

Removing a member

Removing someone from the actions menu revokes their access to the workspace immediately: its reviews, templates, automations, and everything else. Templates, automation rules, and reply history they created stay in the workspace; only their access to it goes away.

Leaving the organization

A member who is not the Owner can leave the workspace on their own. Go to Settings > Organization, open Danger Zone, and click Leave Organization. You lose access to the workspace right away. The Owner cannot leave; transfer ownership to another member first.

User roles

See exactly what each role can and can’t do

Security

Multi-factor authentication and credential storage