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Settings

Manage the team

Invite members, change roles, and remove access.

Team is under Settings → Organization. Admins can manage members and invitations; members without that permission see only the options available to them.

Casa Nativa demo screen: settings organization

Demo organization: Casa Nativa. Interface shown in Spanish.

Invite someone

  1. Select Invite member.
  2. Enter the email and choose Member or Admin.
  3. Select Send invitation.
  4. Check whether the person appears as Active or Pending.

An existing user may be added directly; a pending invitation is not active access yet. To change a role, use Role of that person. Under Actions for that person, use Edit for their details or Remove from team. For a pending invitation, use Cancel invitation.

Before removing someone, review the conversations they handle. If you cannot invite or change a role, check the selected organization and your admin permission. Ricky roles do not grant permissions in Meta or external systems.

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