# Team

Source: https://voksha.com/docs/account/team/

> Invite people to an agent, what each role can do, and how to remove somebody.

People are added **per agent**, so somebody can help with one line without seeing another.

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## Where to find it

**Dashboard → Agents → open the agent → Team.**

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![The Team page for one agent, showing each person’s role](https://voksha.com/docs/screenshots/voksha_team.png)

## The three roles

| | Owner | Manager | Member |
|---|---|---|---|
| Listen to calls, read transcripts | Yes | Yes | Yes |
| Use the playground | Yes | Yes | Yes |
| See usage | Yes | Yes | No |
| Change the agent, connect a diary, cancel appointments | Yes | Yes | No |
| Invite people | Yes | Members only | No |
| Change the plan | Yes | No | No |
| Delete the agent | Yes | No | No |

**Member** is the everyday role: somebody you trust with the phone, who can read every call and try the agent, but cannot change what it says or spend your money.

**Manager** is for whoever actually runs the line. They can rewrite the instructions, connect the diary and cancel appointments.

**Owner** keeps the two that are irreversible or expensive: changing the plan and deleting the agent.

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## Inviting somebody

Invite them by email address and pick the role. They get access when they sign in with that address.

A manager may only invite **members**. A manager who could create another manager could quietly promote themselves, so that one stays with the owner.

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## Removing somebody

Remove them on the Team page and their access ends immediately.

Their history stays: the calls they listened to, the changes they made, the appointments they cancelled. Removing a person is not a way to erase what happened.

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## Choosing a role well

Two questions decide it.

| Question | If no |
|---|---|
| Should they change what the agent says to your customers? | Member |
| Should they change what you pay? | Manager at most |

> **Tip:** For somebody who only needs to hear one call, you can forward the link from that call's
> notification. Read [The call link](https://voksha.com/docs/calls/call-link/) first: it also opens the agent's other
> recent calls, so it is not a way to show one call and nothing else.

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## Next steps

- [The call link](https://voksha.com/docs/calls/call-link/): The no-login link inside your notifications
- [Billing and usage](https://voksha.com/docs/account/billing/): What only an owner can change