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Collaborate with your team by inviting members to your workspace. Each member can help manage replies, clients, and connections.

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Inviting Team Members

1

Go to Team Settings

Navigate to Settings → Team in the sidebar.
2

Send an invitation

  1. Click Invite Member
  2. Enter their email address
  3. Select their role (Admin or Member)
  4. Click Send Invite
3

Team member accepts

They’ll receive an email with a link to join your workspace. Once accepted, they can log in and start working.
Invited users can accept the invitation and create an account, or join with an existing Replyify account.

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Roles & Permissions

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Owner

The workspace creator with full administrative access. Permissions:
  • All Admin permissions
  • Delete workspace
  • Transfer ownership
  • Access billing and payments
Each workspace has exactly one owner. Ownership can only be transferred manually.

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Admin

Full access to manage the workspace and team. Permissions:
  • View and respond to all replies
  • Manage clients and connections
  • Invite and remove team members
  • Change member roles
  • Access all settings
  • Cannot access billing or delete workspace

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Member

Standard team member access for day-to-day work. Permissions:
  • View and respond to replies
  • Manage connections
  • View clients (read-only)
  • View analytics
Cannot:
  • Invite team members
  • Change settings
  • Access billing
  • Delete data

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Managing Team Members

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Changing Roles

Admins and owners can change team member roles:
  1. Go to Settings → Team
  2. Find the team member
  3. Click the role dropdown
  4. Select the new role

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Removing Members

To remove a team member:
  1. Go to Settings → Team
  2. Find the team member
  3. Click Remove
  4. Confirm the removal
Removed members lose access immediately. Any work they did (sent replies, etc.) remains in the system.

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Pending Invitations

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Viewing Invitations

See pending invitations in Settings → Team. Each invitation shows:
  • Email address
  • Role assigned
  • Date sent
  • Status (pending/accepted)

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Resending Invitations

If an invitation expired or was lost:
  1. Find the pending invitation
  2. Click Resend
  3. A new invitation email is sent

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Canceling Invitations

To cancel a pending invitation:
  1. Find the invitation in the list
  2. Click Cancel
  3. The invitation link becomes invalid

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Best Practices

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Role Assignment

  • Team leads who need to manage members
  • Account managers who configure clients
  • Senior staff who need full access
  • Team members focused on responding to leads
  • New hires during onboarding
  • Contractors with limited access needs

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Security Tips

  1. Regular audits: Review team members quarterly
  2. Role minimization: Give the least access needed
  3. Remove promptly: Remove members who leave immediately
  4. Owner backup: Consider having a trusted Admin who could take over

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Multiple Workspaces

Team members can belong to multiple workspaces:
  • Each workspace has separate settings and data
  • Switch between workspaces using the workspace selector
  • Roles are workspace-specific (Admin in one, Member in another)
Agencies often create separate workspaces per major client to keep data and teams organized.