Team Management

Sydx AI supports multi-user team collaboration with role-based access control. Invite your team, assign roles, and manage permissions all from one place.

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Team Roles

Role	Permissions	Use Case
Owner	Full access to everything, including billing and WABA settings	Business owner / founder
Admin	Everything except billing management and ownership transfer	Team leads / managers
Staff	Inbox, Contacts, Pipeline only. Cannot access Settings, Analytics, Campaigns, Templates, or Billing	Support agents / team members

Role Comparison Matrix

Feature	Owner	Admin	Staff
Inbox	Yes	Yes	Yes
Contacts	Yes	Yes	Yes
Pipeline	Yes	Yes	Yes
Announcements	Yes	Yes	Yes
Analytics	Yes	Yes	No
Campaigns	Yes	Yes	No
Templates	Yes	Yes	No
Flow Builder	Yes	Yes	No
Automations	Yes	Yes	No
Integrations	Yes	Yes	No
WhatsApp Manager	Yes	Yes	No
Settings	Yes	Yes	No
Team Management	Yes	Yes	No
Billing	Yes	No	No

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Managing Team Members

Inviting a Team Member

1. Go to Dashboard → Team
2. Click "Invite Member"
3. Enter:
   • Email address of the person to invite
   • Role — Admin or Staff
4. Click Send Invite

The invited person will receive an email with instructions to set up their account and join your workspace.

Editing a Team Member

• Change their role (Admin or Staff)
• Deactivate their account (they can no longer log in)
• Remove them from the organization

Team Member List

View all team members with:

• Name and email
• Role badge
• Status (Active / Inactive)
• Join date
• Last active timestamp

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Team Size Limits

Your plan determines how many team members you can have:

Plan	Max Team Members
Free	1 (owner only)
Starter	5
Growth	15
Scale	Unlimited

Limit Reached

If you've reached your team member limit, you'll need to upgrade your plan before inviting more members.

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Contact Ownership & Routing

Assigning Contacts

• Each contact can be assigned to a team member (owner)
• The assigned member is the primary responder for that contact
• Assignment can be done from: Contacts page, Inbox sidebar, or Pipeline

Routing Rules

Configure routing rules in Settings → Teams to automatically assign incoming contacts:

• Round-robin — Distribute evenly across team members
• Manual — Owner/Admin assigns manually
• Keyword-based — Route based on message content

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Best Practice

Assign each team member a clear responsibility area (e.g., "Sales", "Support", "Onboarding") and use tags to route contacts accordingly.