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Guides

Managing Your Team

Neuratel's team management lets you collaborate with colleagues while keeping access appropriately scoped. Each team member gets their own login and their role determines what they can see and do.

Roles

Role	Access Level
Admin	Full access including billing, settings, and team management
Operator	Agents, calls, campaigns, and knowledge base — no billing or team management
Viewer	Read-only access to agents, calls, and analytics

Detailed Permissions

Admin

• All Operator permissions
• View and manage billing, invoices, and payment methods
• Invite, remove, and change roles for team members
• Manage organization settings (name, timezone, logo)
• Create and rotate API keys
• Configure provider credentials (BYOK)

Operator

• Create, edit, and delete agents
• View call logs, transcripts, and recordings
• Create and manage outbound campaigns
• Upload and manage knowledge base content
• Create and manage webhooks

Viewer

• View agents (read-only)
• View call logs, transcripts, and recordings
• View campaign results and analytics dashboards

The Owner role is held by the account creator and has all Admin permissions.

Inviting Team Members

1. Go to Settings → Team
2. Click Invite Member
3. Enter their email address
4. Select a role
5. Click Send Invitation

The invitee receives an email with a sign-up link. Invitations expire after 7 days.

Resending an Invitation

If an invitation expires before the recipient accepts it:

1. Go to Settings → Team → Pending Invitations
2. Click Resend next to the invitation

A new 7-day invitation link is sent to the same email address.

Changing a Member's Role

1. Go to Settings → Team
2. Click the role badge next to the member's name
3. Select the new role
4. Confirm the change

Role changes take effect immediately. No re-login required.

Removing a Member

1. Go to Settings → Team
2. Click the three-dot menu next to the member
3. Select Remove Member
4. Confirm

Access is revoked immediately. API keys the member created are not automatically rotated — review and rotate them separately if the member is leaving for security reasons. See Using API Keys.

Next Steps

• Using API Keys — create scoped keys for integrations
• Organization Management — configure org-level settings and provider credentials