Team Members & Roles

The Users page lets you manage who has access to your VozAgent account. You can invite team members, assign roles, deactivate accounts, and monitor how many user slots you have remaining on your plan. To access this page, click Users in the sidebar under the Admin section.

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Active Users and Plan Limits

At the top of the page, the Active Users card shows your current plan usage. It displays a badge showing how many active users you have compared to your plan’s maximum. Each plan has a different user limit: If you’ve reached your user limit, you’ll see a message saying “You’ve reached your user limit” along with an Upgrade Plan button that takes you to the billing page. If you still have slots available, the card will tell you exactly how many more users you can add.

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Viewing Team Members

The Team Members card shows a table of everyone in your organization, including:

• Name — The team member’s full name with their avatar. A “You” badge appears next to your own name.
• Email — Their email address.
• Status — One of three states:
  • Active (green) — The user can log in and use VozAgent.
  • Pending (amber) — The invitation has been sent but not yet accepted.
  • Deactivated (gray) — The user’s access has been revoked.
• Joined — The date the user joined your organization (or a dash for pending invitations).
• Role — Shown as a label next to their name:
  • Founder (amber) — Full access to every feature and setting.
  • Admin (blue) — Can manage team members, settings, and billing.
  • User — Standard access to the platform without administrative capabilities.

On mobile devices, the table is replaced with a card-style layout that shows the same information in a compact format.

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Inviting a New Team Member

Only Admins and Founders can invite new team members. Here’s how:

1. Click the Add User button at the top right of the Team Members card. (This button is disabled if you’ve reached your plan’s user limit.)
2. A slide-out panel titled Add Team Member will appear.
3. Fill in the required fields:
   • First Name and Last Name
   • Email Address — The invitation will be sent to this address.
   • Role — Choose from the role dropdown:
     • User — Standard access to the platform.
     • Administrator — Can manage team members and settings.
4. Click Send Invitation.

The invited person will receive an email with instructions to set up their VozAgent account. Their status will show as Pending in the team members list until they accept.

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Managing Pending Invitations

For team members with a Pending status, you have several options available from the actions menu (the three-dot icon):

• Edit Invitation — Update the invitation details (name, email) before the recipient accepts.
• Resend Invitation — Send the invitation email again in case it was missed or went to spam.
• Cancel Invitation — Revoke the invitation entirely, freeing up the user slot.

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Changing a User’s Role

To change an active user’s role:

1. Click the three-dot menu icon in the Actions column next to the user.
2. Select either Make Admin (to promote a standard user) or Change to User (to demote an admin).

There are a few restrictions to keep in mind:

• You cannot change your own role.
• You cannot demote the last remaining admin — there must always be at least one admin in the organization.
• Founders cannot be demoted by admins.

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Deactivating and Reactivating Users

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Deactivating a User

If a team member leaves or no longer needs access:

1. Click the three-dot menu icon next to the user’s name.
2. Select Deactivate Account.

Deactivated users can no longer log in, but their data is preserved. Deactivating a user frees up a slot on your plan. You cannot deactivate the last admin or a founder.

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Reactivating a User

To restore a deactivated user’s access:

1. Click the three-dot menu icon next to the deactivated user.
2. Select Reactivate Account.

The user will regain access with the same role they had before deactivation.

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Permissions by Role

Here’s a summary of what each role can do:

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Related Articles

• Account & Business Profile — Set up your personal and business information.
• Security Settings — Protect your account with password changes and two-factor authentication.
• Billing & Subscription — Upgrade your plan to add more user slots.