Teams is where you manage user access to your Konvo workspace. Think of this as your workspace directory: invite team members, assign roles that control what they can do, and manage who has access to different parts of the platform.

The Teams overview shows every user with access to your workspace. For each person, you'll see their name, role (Admin, Agent, or Viewer), phone number, last login timestamp, and status (Active, Invited, or Deactivated). The actions available here are straightforward: add new users, deactivate existing users temporarily, or delete users permanently.

📸 [Image: Screenshot of Teams overview showing user list with all columns]

Konvo has three user roles, each with different permission levels. Understanding the differences helps you give people the right level of access.

Admin has full platform access including billing management. Admins can access the entire platform, edit flows and create templates, send broadcasts and messages, configure and deploy AI, integrate channels, manage team members, and—uniquely—change plans and billing. Use the Admin role for business owners, managers who need billing access, or anyone who should control subscription and payment settings.

Agent has full platform access except billing management. Agents can access the entire platform, edit flows and create templates, send broadcasts and messages, configure and deploy AI, integrate channels, and manage customer conversations. The key difference from Admin: Agents cannot change plans or billing. Use the Agent role for customer support team members, operations managers, or anyone who manages day-to-day platform use but shouldn't touch billing. Most of your team will probably be Agents.

Viewer has read-only access to the platform. Viewers can see all platform sections and data, conversations and customer information, and reports and analytics. What Viewers cannot do: integrate channels, deploy AI, send messages, edit any settings, or take any actions. Use the Viewer role for executives who need visibility, analysts reviewing performance, external contractors, or stakeholders who need read-only access without the risk of accidental changes.

The practical difference: Admins and Agents have the same day-to-day capabilities. The only distinction is billing access. Viewers, on the other hand, can only observe—they can't take any actions at all.

To invite someone to your Konvo workspace, click Add New User, fill in their first name, last name, email address, and the role you want them to have (Admin, Agent, or Viewer), then click Invite.

📸 [Image: Screenshot of Add New User form showing all required fields]

Here's what happens after you invite: the user's status changes to "Invited," they receive an email with access instructions, they follow the steps in that email to complete setup, and once they finish, their status changes to "Active" and they can log in with their assigned role permissions.

You cannot directly change an existing user's role. To change a role, you need to delete the user and re-invite them with the new role. This ensures clean permission transitions and prevents access issues.

For example, if an Agent needs Admin access for billing, you'd delete that user and re-invite them as an Admin. Or if an Admin should become a Viewer, delete the user and re-invite as Viewer. Yes, they'll need to complete setup again, but this is intentional—it prevents permission conflicts.

Invited means the user has been invited but hasn't completed the setup process yet. The invitation email was sent, but they haven't logged in yet and don't have active access. If someone stays stuck in "Invited" status, ask them to check their spam folder for the invitation email. If they still can't find it, delete and re-invite them.

Active means the user has completed setup and can access the platform. They've logged in, they can access the platform based on their role, and they appear in team member lists throughout Konvo.

Deactivated means user access has been temporarily disabled. They cannot log in, but their user data remains in the system and they can be reactivated later. Use deactivation for team members on leave, temporary access suspension, or users you may want to restore later.

Use deactivate when you need temporary access removal, when a team member is on leave, or when you may need to restore access later. The user cannot log in, but their data remains and they can be reactivated without re-invitation.

Use delete when you need permanent access removal, when a user is no longer with the company, or when you're cleaning up old accounts. The user is completely removed and must be re-invited if you need to restore their access later.

Don't give everyone Admin access. Use Admin only for those who need billing access (typically 1-2 people), Agent for day-to-day platform users, and Viewer for stakeholders who need visibility only. Too many admins increase the risk of accidental billing changes.

Review your team access regularly—check your team list monthly to remove users who left the company, deactivate users on extended leave, and verify roles are still appropriate for each person's current responsibilities.

Use the Viewer role generously. Give stakeholders Viewer access instead of denying access completely. They get visibility into what's happening without the risk of accidental changes. It's much better than having executives asking for screenshots all the time.

Document your role decisions, especially for Admins. Keep a note somewhere of why each user has their assigned role. This helps when someone asks "why does Maria have Admin access?" six months from now.

⚠️ User didn't receive invitation email: Check their spam/junk folders first. Verify the email address is correct. If still missing, delete the user and re-invite them.

⚠️ User can't access certain features: Verify their role—Viewers have read-only access and can't take actions. Also check if they completed the setup process (status should be "Active," not "Invited").

⚠️ Need to change a user's role: Delete the user and re-invite with the new role. Yes, they'll need to complete setup again.

⚠️ Too many Admins, want to reduce: Delete Admin users and re-invite them as Agents. Keep 1-2 Admins maximum for billing access.

⚠️ Want to temporarily remove access: Use Deactivate instead of Delete. You can reactivate later without going through the re-invitation process.

→ 4.7 Inbox Settings — configure how conversations are assigned and managed