Team and roles

Invite people, choose admin or member, and decide who sees whose prospects. Open Settings, then Team and seats.

Terry has two roles. Admins set up the workspace: the business profile, knowledge, agents, rules, templates, flows and billing. Members do the outreach: they import and research people, write and send, enrol people in flows and work the inbox. Only admins can open Team and seats.

What each role can do

When a member enrols people in a flow, every admin gets a notice.

Invite someone

1. 1Open Settings, then Team and seats, under Workspace. The line under the title says how many seats are used.
2. 2Press Invite user.
3. 3Fill in Email, Name (shown to the team) and Temp password (8+), and choose member or admin.
4. 4Press Create user.

Terry emails them a link, with the subject "You have been added to Terry". They press Set your password and they are in. The link works for 72 hours. If it runs out, open the menu on their row (the arrow beside Change) and press Resend invite.

Change a role

Press Change on the person's row, pick admin or member under Role, and press Save. It takes effect on their next click. You cannot change your own role.

Disable or remove someone

These are in the menu on the person's row:

• Disable stops them signing in at once. Use it when someone is away and coming back. Press Enable to bring them back. Enabling someone needs a free seat.
• Remove (disconnects their mailbox) deletes their account and disconnects any mailbox they connected. If that mailbox was sending for you, it stops. Their messages, prospects and history stay.
• Sign out of the extension ends every session for that person, and they sign in again. It shows only for someone who has used the browser extension.

You cannot remove yourself, and Terry will not remove the last admin.

Seats

Your plan includes a number of seats: Starter has 2, Pro includes 5 and can go up to 10, and Enterprise has no seat limit. If you invite someone when every seat is in use, Terry shows two buttons: Move up to the next plan and Ask us for more seats. Every admin also gets an email, at most once a day, saying all seats are in use. See Billing and your plan.

Two-factor sign-in for admins

When your workspace requires it, an admin must set up two-factor sign-in with an authenticator app before they can use Terry. Members are not asked. Someone you make an admin is asked at their next sign-in.

Who sees whose prospects

The Sharing card sets what members see. Press Change beside Members see:

• Everyone (shared list), the default.
• Their own, the unowned pool, and what is shared with them. Then press Change beside Members may share and choose Yes, or No, admins only.

Admins always see everyone. Whoever adds or imports a person owns them. Even in the owned mode, a member still sees every conversation that has a reply. Claude follows the same rule for each person.

The browser extension

Browser extension on a person's row says Allowed or Not allowed. To change it, press Change and pick it under Browser extension, then Save. Allowed lets them sign in through the Ask Terry browser extension and the call aide on their computer, and lets a member connect Claude. Admins can connect Claude without it, but the browser extension needs it for everyone, admins included.

Related

• Who may connect paid accounts
• Features and channels
• Billing and your plan
• The new dashboard

In Classic

• Open Settings, then Team, and press Invite user. The form is the same.
• Change a role in the Role list on the person's row.
• Disable, Enable, Remove, Sign out and Resend invite are buttons on the row.
• The browser extension is the Extension checkbox on the row.
• Who sees whose prospects is its own card, with Members see and Members may share their own people with a teammate.