Workspace

Members & roles

Manage team members, assign roles, and control permissions in your Auxx.ai organization.

Every person in your Auxx.ai organization has a role that determines what they can access and configure. Manage members from Settings > Members.

Members page showing team members and their roles

Roles

Role	Access level
Owner	Full access to everything. Can manage all members (including Admins), delete the organization, and configure all settings. Every organization has at least one owner.
Admin	Can manage settings, integrations, inboxes, and invite members. Can change User roles but cannot manage other Admins or delete the organization.
User	Standard access. Can use the inbox, reply to messages, view contacts and tickets, and use workflows — but cannot change organization settings or manage members.

What each role can do

Action	Owner	Admin	User
Read and reply to messages	Yes	Yes	Yes
View contacts, tickets, records	Yes	Yes	Yes
Use workflows	Yes	Yes	Yes
Connect integrations	Yes	Yes	No
Manage shared inboxes	Yes	Yes	No
Invite members	Yes	Yes	No
Change User roles	Yes	Yes	No
Change Admin roles	Yes	No	No
Manage organization settings	Yes	Yes	No
Delete the organization	Yes	No	No

Invite members

Go to Settings > Members.
Click Invite Member.
Enter the person's email and select a role (Admin or User).
Click Send Invitation.

Invite member popover with email and role fields

For more details on the invitation flow, see Invite your team.

Change a member's role

Go to Settings > Members.
Click the three-dot menu next to the member.
Select Change role.
Choose the new role and confirm.

Role restrictions

Admins can only change Users' roles. Only Owners can promote or demote Admins.

Remove a member

Go to Settings > Members.
Click the three-dot menu next to the member.
Select Remove Member.
Confirm the removal.

The member is removed from the organization immediately and loses access to all workspace data.

Pending invitations

Invitations that haven't been accepted appear in a separate section on the members page. Each pending invitation shows:

The invitee's email address
The assigned role
When the invitation was sent
When it expires (7 days after sending)

Use the three-dot menu on a pending invitation to:

Resend Invitation — Send a new email and reset the 7-day expiry
Copy Invite Link — Copy a shareable join link
Cancel Invitation — Revoke the invitation

Next steps

Groups

Organize members into groups for routing and visibility.

Organizations

Create and manage multiple organizations.

Invite your team

Step-by-step invitation walkthrough.

Organizations

Create, switch between, and manage organizations in Auxx.ai.

Groups

Create and manage groups to organize team members and control access in Auxx.ai.

On this page

Roles What each role can do Invite members Change a member's role Remove a member Pending invitations Next steps