Team & permissions
/dashboard/team (AGENCY_ADMIN) — manage the people who can log into your
workspace.
Three places people come from
| Source | What it creates | Sign-in path |
|---|---|---|
| Invite an agent | Sends a one-time link; recipient creates a password | AGENCY_USER role |
| Add a customer | Creates a CLIENT_USER (or invites them to sign up) | CLIENT_USER role |
| Public signup | Self-signup if enabled on the agency | CLIENT_USER (with billing) |
Common operations
- Invite agent — email + role + optional permission overrides
- Edit permissions — toggle individual chat.* / gmb.* / billing.* grants
- Reset password — sends a reset link via email
- Disable user — keeps the row for audit but disables sign-in
- Delete user — hard-delete (soft delete preferred for audit)
- Impersonate — SUPER_ADMIN only, view as the user (yellow banner shows)
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