Team & access keeps active members and pending invitations in one place, with clear controls for workspace roles and paid product assignments.
Understand access levels
Workspace owner controls sensitive workspace identity and subscription changes.
Full access can work across the workspace and use the administration areas permitted by the service.
Restricted access receives only the selected feature areas.
Project collaborator receives access to selected projects rather than the entire workspace.
Moxie implementer is a pre-approved implementation specialist with broad configuration access. Only owners can send this invitation.
Search and filters help larger teams separate active members, pending invitations, and access levels.
Invite a member
Select Invite member.
Enter the person's email and choose the narrowest access level that supports their work.
For restricted users, select the applicable feature access. For collaborators, select the projects they may use.
Review any product assignments, then send the invitation.
Manage paid assignments safely
The capacity cards show how many team-member licenses, Moxie Assistant licenses, and Communicator phone lines are assigned. Pending invitations do not consume a member license until accepted, but Moxie warns when pending and new invitations could exceed the plan's capacity.
Full and restricted members use team-member licenses. Project collaborators and approved Moxie implementers do not. When active members and pending seat invitations have allocated all available licenses, Moxie blocks another seat invitation so it cannot create an unexpected charge or fail after acceptance. Add capacity first; AppSumo workspaces must change their core member allowance through AppSumo.
Move or disconnect a phone line
Open the member's action menu to move an active line to another eligible full or restricted member who does not already have a number. Existing calls and messages remain with the original member. To disconnect a line, type the number in the confirmation dialog; cancellation is permanent and the number may not be recoverable.
The account owner cannot be edited or removed, although the owner's phone line can still be moved or disconnected. Removing another member revokes their workspace access; it does not erase the records they created.
Continue exploring Settings & administration