Overview
Team accounts let you invite colleagues to collaborate on your SkipCalls workspace. Team members can access your agents, view call history, and manage contacts - all without needing their own separate account.
Note: Team accounts require an active subscription and are available in the web app only.
How It Works
As a workspace owner, you can invite team members via email. When they accept, they gain access to your workspace data based on their assigned role. Team members can switch between their personal workspace and any team workspaces they've joined.
Team Roles
There are two roles you can assign:
Member
View and manage calls
Access agents and contacts
Cannot invite other members
Cannot manage billing or phone numbers
Admin
Everything a Member can do, plus:
Full access to workspace settings
Can manage team members
Can purchase phone numbers
Can connect calendar integrations
Inviting Team Members
Step 1: Go to Team Management
Navigate to Team in your dashboard sidebar.
Step 2: Click "Invite Member"
In the Team Members section, click the Invite Member button.
Step 3: Enter Details
Enter your colleague's email address
Select their role (Member or Admin)
Click Send Invitation
They'll receive an email with instructions to join your workspace.
Managing Invitations
The Team Members table shows all your invitations and their status:
Pending - Invitation sent, waiting for response
Accepted - Member has joined your workspace
Declined - Member declined the invitation
To cancel a pending invitation, click the X button next to it.
Changing Roles
For accepted members, you can change their role at any time:
Find the member in the Team Members table
Click the role dropdown next to their name
Select the new role (Member or Admin)
Changes take effect immediately.
Removing Team Members
To remove someone from your workspace:
Find the member in the Team Members table
Click the trash icon on their row
Confirm the removal
They'll lose access to your workspace immediately but keep their own personal account.
For Team Members: Accepting an Invitation
If you've been invited to someone's workspace:
Step 1: Check Your Invitations
Go to Team in your dashboard. Pending invitations appear at the top of the page in a highlighted box.
Step 2: Accept or Decline
For each invitation, you can:
Accept - Join the workspace with the assigned role
Decline - Remove the invitation
Step 3: Access the Workspace
After accepting, the workspace appears in your My Workspaces section. You can switch between your personal workspace and team workspaces using the workspace switcher in the top navigation.
Leaving a Workspace
If you've joined someone else's workspace and want to leave:
Go to Team
Find the workspace in My Workspaces
Click the Leave button (door icon)
You'll lose access immediately but can be re-invited later.
What Team Members Can Access
Feature | Member | Admin | Owner |
View calls & history | Yes | Yes | Yes |
Manage agents | Yes | Yes | Yes |
View contacts | Yes | Yes | Yes |
Buy phone numbers | No | Yes | Yes |
Connect calendars | No | Yes | Yes |
Invite team members | No | Yes | Yes |
Manage billing | No | No | Yes |
Delete account | No | No | Yes |