The Members section of your Organization settings lets admins manage who has access to the workspace, what they can do, and how contacts are distributed.
Members list
(/organization)
The Organization overview shows all team members with:
| Column | Description |
|---|
| Name | Agent’s full name and avatar |
| Role | Owner, Admin, or Member |
| Email | Account email |
| Status | Active, Invited, Deactivated |
| Contacts | Number of contacts assigned |
| Last active | When they last used the CRM |
Member detail
(/organization/members/[memberId])
Click any member to see their full profile:
- Activity overview — Calls made, emails sent, deals closed this month
- Contact assignments — All contacts assigned to this agent
- Pipeline performance — Stage-by-stage breakdown of their deals
- Phone numbers — Which Twilio numbers are assigned to them
- Permissions — Role-specific access controls
Managing a member
From the member detail page, admins can:
- Change role — Promote to admin or demote to member
- Transfer contacts — Move their contacts to another agent
- Reassign phone numbers — Free up or assign Twilio numbers
- Deactivate — Remove access without deleting their data
Agent transfers
When an agent leaves or workload needs rebalancing:
- Go to Organization → Agent Transfers
- Select the source agent
- Choose which contacts to transfer (all, or filter by type/stage)
- Select the destination agent
- Confirm the transfer
Transferred contacts retain their full history — calls, notes, emails, and deal records stay intact.
Deactivating a member does not delete their contacts or data. Always transfer contacts before deactivating an agent to ensure continuity.
Inviting new members
Click Invite Member and enter their email address. They’ll receive an invitation to join the workspace and set up their account. 
