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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

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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.
Only Owners and Account managers can send or cancel invites, and both can only invite people at or below their own rank — an Account manager can’t invite someone as Owner, and can’t promote an invite to Account manager if their own role doesn’t already allow it.

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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 — 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. The Owner’s row also carries a Transfer ownership option, which is how sole ownership of the workspace changes hands — see User roles for what that means.

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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.

User roles

See exactly what each role can and can’t do

Security

Multi-factor authentication and credential storage