Team Management & Access

The Team & access page controls who can open the workspace and the role of each member. Open Settings > Team & access.

Roles

Role	Access
Owner	Full access, including billing and settings that only the owner can change.
Admin	Manages the team, integrations, and most workspace settings.
Agent	Opens the dashboard and the inbox, and manages leads.
Viewer	Only views data, with no ability to change anything.

The Billing & plan, API & Webhooks, and Danger zone menus show only for the Owner.

Invite a member

Only the Owner and Admin roles can invite members.

Open Settings > Team & access.
Click Invite member.
Fill in the Email address of your colleague.
Choose a Role.
Click Send invite.

Your colleague receives an invitation email. An invite stays valid for 7 days. An invite not accepted in that time expires.

Only an Owner can invite a member with the Owner role.

Member limit

The number of team members depends on your plan. When you reach the limit, the Invite member button shows the reason. See your plan allowance in Billing.

Pending invites

Select the Pending filter to see invitations that are not accepted yet. Each row shows the time left, for example Expires in 5 days.

Click Resend to send the invitation email again.
Click Revoke to cancel the invitation.

Change a member

Select the Active filter, then open the menu on the member row:

Action	What it does
Change role	Choose a new role, then click Save changes.
Update phone	Change the member's phone number, for example `628123456789`.
Remove member	Remove the member's access to the workspace.

Only an Owner can change the role of another Owner or make a member an Owner.

Account security

Each member manages their own account security in the Account security section. This section is on the Profile page and in Settings > Security.

Two-factor authentication

In Two-factor authentication, click Enable.
Complete the reauthentication with your password or sign-in method.
Scan the QR code with an authenticator app.
Enter the six-digit code, then confirm.
Save the recovery codes, then confirm that you saved them.

Each recovery code works only once. Click Regenerate recovery codes to create a new set. The old codes stop working after that.

When 2FA is on, Konektor asks for a code before sensitive actions. A verification stays valid for 15 minutes.

Problem	What to do
The invite does not send	Check the email address, then try again.
"You have reached the limit of {limit} team members for your plan"	Remove inactive members, or upgrade the plan.
The team data does not load	Click the retry button.
The authentication code is refused	Enter the latest code from the authenticator app.

Need More Help?

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