Invite Team Members

Invite a Team Member

Only organization admins can invite members.

1. Open your avatar menu and choose Manage Organization.
2. On the Members or Invitations tab, click Invite Member.
3. Enter the person's Email Address.
4. Choose a Role: Admin (manages the organization and team, sees everything) or Member (uses the application with the permissions you choose).
5. For Members, set their permissions (below).
6. Click Send Invitation.

Invite one person at a time. Repeat for each teammate.

Choosing Permissions

For a Member, either pick a custom role in Select a custom role for the user — which fills in that role's permissions — or tick Read and Write for each area in the Permissions list (AI Phone Agents, AI Assistance, Ticket System, CRM, QA Calls, Phone). A section must be turned on before its sub-items, and Write requires Read. See Roles & Permissions.

What the Invitee Sees

1. They receive an email titled Invitation to join {Organization}.
2. They click Accept Invitation.
3. New users create a VINSI account using the invited email address. Existing users sign in and are added to the organization.

Managing Invitations

• The Invitations tab lists invites by Status: Pending (default), Accepted, Revoked, or All.
• Click Revoke to cancel a pending invite — the link stops working.
• To resend, revoke the pending invite and invite the person again.

Member Limits & Extra Seats

Your plan sets how many people can be in the organization. Pending invitations count toward the limit.

At the limit, Invite Member is disabled and a warning offers Purchase Additional Seats ($49/month per seat). Choose 1–50 seats and complete checkout. To cancel extra seats later, go to Settings → Manage Plans → All Subscriptions. See Billing & Plans.