Manage team members and organizations

Invite team members, manage access, create organizations, and switch between them in Agentalk.

Agentalk allows you to collaborate with your team inside a shared organization and manage multiple organizations under a single account. This is useful when working across different teams, clients, or projects.

Invite a team member

Add a new user so they can access and manage your organization.

1. Click the Settings icon in the top navigation.
2. Select the Organizations tab.
3. Click Invite new member.
4. Enter the team member’s email address.
5. Select a role:

   • Member - Bassic access
   • Admin - Full access
6. Click Send invitation.

The invited user will receive an email with a link to join your organization.

Remove a team member

Remove access for a user who should no longer be part of the organization.

1. Click the Settings icon in the top navigation.
2. Open the Members & Invitations tab.
3. Find the user in the list and click the remove (trash) icon next to their name.
4. Click Remove meber to confirm.

The user loses access immediately.

Create a new organization

Create a separate workspace for a different client, team, or use case.

1. Click the Settings icon in the top navigation.
2. Select the Organizations tab.
3. Click Create new organization.
4. Enter the organization details:

   • Organization name
   • Description
   • Website (optional)
5. Click Create Organization.

The new organization is empty and independent. You must configure its settings, agents, phone numbers, and contacts before using it.

Switch between organizations

Move between organizations to manage different workspaces.

1. Click the organization selector at the top of the navigation.
2. Select the organization you want to switch to.

All data and settings update to match the selected organization.

When to use multiple organizations

Use separate organizations when you need to isolate data between clients or projects.

Each organization has its own:

• Agents
• Phone numbers
• Contacts
• Campaigns
• Billing

Organizations do not share data with each other.

Next steps

Here are the recommended next steps after completing this guide:

• Manage your organization: Configure organization settings such as name and time zone.
• Setup checklist: Complete setup for each new organization.
• Create an outbound campaign: Start running campaigns within an organization.