Team Members

Invite team members to your Boltcall workspace and manage their roles and access.

You can invite your team to your Boltcall workspace so they can access the dashboard, manage leads, configure agents, and more. Each member is assigned a role that controls what they can see and do.

Roles overview

Boltcall has five built-in roles. The Owner role is assigned automatically to the account creator and cannot be reassigned through the Members page.

Role	Description
Owner	Full access, including billing and workspace deletion. Assigned to the account creator.
Admin	All features except billing management and workspace deletion.
Manager	Manage agents, leads, integrations, knowledge base, and view analytics.
Agent	View and handle assigned calls and chats. Read-only access to leads, agents, and knowledge base.
Viewer	Read-only access to analytics and reports.

Permissions by role

Permission	Owner	Admin	Manager	Agent	Viewer
View calls and chats	✓	✓	✓	✓	✓
Make calls / send SMS	✓	✓	✓	✓	—
View leads	✓	✓	✓	✓	✓
Manage leads	✓	✓	✓	—	—
Export leads	✓	✓	✓	—	—
View analytics	✓	✓	✓	—	✓
Export reports	✓	✓	✓	—	—
Manage agents	✓	✓	✓	—	—
Test agents	✓	✓	✓	—	—
Manage knowledge base	✓	✓	✓	—	—
Manage integrations	✓	✓	✓	—	—
General settings	✓	✓	—	—	—
Manage members	✓	✓	—	—	—
Manage roles	✓	✓	—	—	—
Manage API keys	✓	✓	—	—	—
View billing	✓	✓	✓	—	—
Manage billing	✓	—	—	—	—

Only the Owner can change plans, update payment methods, or delete the workspace.

Invite a member

1. Open Members settings

   In your dashboard, go to Settings → Members.

2. Open the invite dialog

   Click Invite Member.

3. Enter their email address

   Type the email address of the person you want to invite.

4. Select a role

   Choose the role that matches the level of access they need. You can change this later.

5. Send the invitation

   Click Send Invite. The member will receive an email with a link to accept the invitation and create their account.

Invited members appear in the members list with an Invited status badge until they accept.

Member statuses

Status	Meaning
Active	Member has accepted the invitation and can sign in.
Invited	Invitation email sent, not yet accepted.
Pending	Awaiting action (e.g. email verification).
Suspended	Access temporarily revoked.

If a member has not accepted their invitation, you can resend it from the members list.

Change a member’s role

1. Open the member's record

   Go to Settings → Members and click Edit next to the member’s name.

2. Select a new role

   Choose a role from the dropdown.

3. Save

   Click Save. The change takes effect immediately.

Remove a member

1. Find the member

   Go to Settings → Members and locate the member you want to remove.

2. Delete their record

   Click the trash icon next to their name and confirm the action.

Removed members lose access to the workspace immediately. Their past activity is retained in the audit log.

You cannot remove the workspace Owner. Transfer ownership to another admin before removing the original owner account.

Related pages

• API Keys — grant programmatic access with scoped permissions
• Plans & Billing — manage your subscription and token allocation