Invite Your Team
Add teammates, assign roles, and manage permissions across your workspace.
Ayorax uses a role-based permission system. Every person in your organization has one of three roles.
Roles overview
| Role | What they can do |
|---|---|
| Admin | Full access: billing, settings, integrations, white label, delete org |
| Manager | Create and manage campaigns, workflows, lead engine, AI knowledge base, API keys |
| Member | View inbox, manage assigned leads, use AI agent, view analytics |
Sending invitations
Go to Team (sidebar) or Settings → Team.
Click Invite Member.
Enter the email address and select a role.
Click Send Invitation.
The invitee receives an email with a setup link valid for 7 days.
Accepting an invitation
The invitee clicks the link in their email, sets a name and password, and lands directly in your workspace. No separate registration needed.
Changing a member's role
Go to Team, find the member, and click the role badge to open a dropdown. Changes take effect immediately — no re-login required.
Removing a member
Click the three-dot menu next to any active member and select Remove. Their data (leads, notes, activities) is preserved in the workspace.
Only Admins can invite, remove, or change the role of other Admins.