Agent
Management
Build your team the safe way. Add agents, hand each one the exact job keys they need — view, create or update — and grant per-workspace login permissions. Agents can add and edit, but they can never delete.
What is Agent Management?
Agent Management is how the account owner builds and controls their team. You add each agent as a member, decide exactly what they’re allowed to do with job keys, and control which workspaces they can actually log into with permissions. The result: every agent sees only what they should, can act only where you allow, and can never delete your data.
Step 1 · Create
Add an agent in one form
Enter their details, choose an account role, and pick the workspaces they belong to — including one main workspace they land in.
Manager
A senior agent you trust with broader access across workspaces.
Member
A standard agent who works the day-to-day inside their workspaces.
Client
An outside collaborator who only needs a limited, read-first view.
Step 2 · Assign the job
You hold the keys to every job
For each section of the app you decide what an agent may do — turn View, Create and Update on or off, one key at a time.
Green = View · Purple = Create · Amber = Update
Agents can update — never delete
The keys only ever cover View, Create and Update. There is no delete key, so an agent can add and edit records but can never remove them. A few areas — Dashboard, Calls, Messages and Voicemail — stay Always on as view-only. Deleting stays with the account owner alone.
Step 3 · Grant access
A permission to log into each workspace
Adding an agent to a workspace is not the same as letting them in. To actually log into a workspace, the agent needs an active permission for it.
Status
Permission is enforced
4
Total permissions
3
Members with access
1
Members without access
No permission, no login — one per workspace
When you create a member with a workspace, you still have to create a permission before they can log into it. Without a permission the agent cannot log into the main workspace. Each permission is unique to one workspace and one member, so an agent who works across several workspaces needs a separate permission for each one. Set a permission to Active to enforce access, or Disabled to pause it without deleting.
Step 4 · Your agents
Every agent in one list
See who’s on your team at a glance — their main workspace, the workspaces they belong to, their roles and when they joined. Search by name or email, or filter by role.
Members
Each member can have a different role per workspace.
| Member | Main Workspace | Workspaces | Roles | Created | Actions |
|---|---|---|---|---|---|
|
JD
Jane Doe jane@company.com |
Sales Team | 2 | member | Jul 08 |
|
|
MR
Marco Ruiz marco@company.com |
Support Desk | 1 | manager | Jul 08 |
|
|
AC
Acme Co ops@acme.io |
Acme Client | 1 | client | Jul 08 |
|
Only the account owner can delete a member — agents themselves never get a delete key.
FAQ
Common questions
How do I add an agent?
Open Members, click New Member, enter their name, email and password, choose an account role, then pick the workspaces they belong to and a main workspace. Save and they’re created.
What are job keys?
Per-section switches for what an agent can do — View, Create and Update, set independently for Numbers, Campaigns, Sources, Flows, Workspaces and more. Green is view, purple is create, amber is update.
Can an agent delete records?
No. There is no delete key — only View, Create and Update. Agents can add and edit but never delete. Deleting stays with the account owner.
Why can’t my agent log into a workspace?
Being in a workspace isn’t the same as being allowed in. The agent needs an active workspace permission. Without one, they can’t log into the main workspace.
Do I need a separate permission for each workspace?
Yes. Permissions are unique per workspace and member, so an agent across several workspaces needs one permission for each workspace they should log into.
Build your team with confidence
Add agents, hand out the right keys, and control every workspace login — all from one account.