Members and roles

Invite teammates and manage organization access

Select the organization you want to manage, then open Organization → Members & access to see active members and pending invitations.

Roles and permissions

Permissions apply to active members. A seat suspended by a plan change cannot access the organization until it is restored.

Action	Owner	Admin	Member
View members and pending invitations	Yes	Yes	Yes
Use Inbox and manage Knowledge, Actions, and Widget settings	Yes	Yes	Yes
Edit organization identity and reporting calendar	Yes	Yes	No
Configure handoff alerts	Yes	Yes	No
Manage AI providers and routing	Yes	No	No
Manage the subscription and payment details	Yes	No	No
Invite a Member	Yes	Yes	No
Invite an Admin	Yes	No	No
Remove a Member	Yes	Yes	No
Change roles	Yes	No	No
Transfer ownership	Yes	No	No

Plan capabilities and limits still apply to every role. See Organization settings, AI providers, Handoff alerts, and Billing and usage for the corresponding controls.

Invite a teammate

Open Organization → Members & access and choose Invite member.
Enter the teammate’s email address and choose an available role.
Send the invitation.

An invitation remains valid for 7 days. The recipient can accept from the invitation link without creating an account first; Bubblo creates or finds the matching account and signs them in. If the browser is already signed in with a different email, Bubblo asks the recipient to switch accounts.

Unexpired pending invitations count toward the organization’s member-seat usage. Expired invitations do not consume a seat. Revoke an invitation you no longer need before sending another one. Owners and Admins can resend or revoke invitations they are allowed to manage.

Remove a member

Removing a member revokes their organization membership. It does not delete the organization or its resources. An Admin can remove a Member; only the Owner has the broader role-management controls shown above.

Transfer ownership

Only the current Owner can transfer ownership. Review the selected recipient carefully: ownership transfer changes who can manage all roles and perform future transfers.