Team

See everyone with access to your account, their role, and their status.

Last updated September 11, 2026

Overview

Team lists everyone who has access to your Automate AI account, along with their role, department, and account status.

Open Team

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Open Team

From the left sidebar, click Team. Use the search box to find a specific team member by name.

Field reference

ColumnDescription
Name, EmailWho the team member is.
RoleTheir permission level, for example Agent or Owner.
DepartmentWhich department they belong to, if assigned. See Departments.
StatusActive, or Expired if their access needs renewing.
Last UpdatedWhen this record last changed, or when an expired member's access expires.

Invite user sends a real email

Clicking Invite user sends a real invitation email to the address you enter — there's no draft or preview step.

See also

Departments to organize your team. Auto Assignment to control how chats are distributed among team members.

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