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Team member access is managed from Account Settings > Team. Only Admins can change roles or remove members.

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Changing a role

Click the role badge next to a team member’s name and select a new role from the dropdown. The change takes effect immediately — the member does not need to sign out and back in.

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Removing a member

Click the options menu next to a team member and select Remove. The member immediately loses access to the workspace. Actions they took before removal remain in the activity log.

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Activity audit

The Team tab includes a basic activity log showing the last action each team member took and when they last signed in. For a full audit trail of agent approvals and rejections, use the Awaiting You history view in Plans.