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Team Members are the people who sign in to your Vobiz account with their own email and password. Each member gets a role that decides what they can do, and you can suspend or remove them at any time without touching the account itself. Use team members when colleagues need to work in the same account; use sub-accounts when you need a separate account with its own credentials and numbers. Open Team Members from your profile menu, or go to the URL directly.
URL
Team Members page listing members with their status, and a detail panel on the right showing Account, Activity, Actions and Team Activity sections for the selected member

Team Members - the member list with a member's detail panel open

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The member list

The list shows every member with their name, email and status. The tabs above it filter by status: Use the search box to find a member by name or email.

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Roles

Every member has one role. Pick it when you add the member and change it later from the detail panel.

Viewer - read-only access

Can see everything in the account but cannot change anything.
  • View the dashboard, call logs, recordings, numbers, applications, trunks, campaigns, invoices, balance and KYC status
  • Cannot buy or release numbers, edit applications or trunks, run campaigns, add funds or change settings
  • Cannot see the account Auth Token
  • Can see the team list but cannot invite or manage members
  • Changes their own password through Forgot password on the sign-in page
  • Buy, release and assign numbers
  • Create and edit applications, webhook URLs, trunks, IP access control lists, credentials and campaigns
  • Add funds and generate invoices
  • Create and edit sub-accounts and regenerate their credentials
  • Cannot see or rotate the Auth Token, submit KYC, manage auto-recharge or channel subscriptions, or edit company and GST details
  • Cannot manage team members
  • Can see the Auth Token, but cannot rotate it
  • View and turn off auto-recharge; buy or cancel channel subscriptions
  • Invite members as Viewer, Editor or Manager
  • Change roles, suspend, reactivate, remove and reset passwords, but only for Viewers and Editors
  • Cannot manage other Managers or the Owner, transfer ownership, complete KYC, edit company or GST details, or delete the account
The Owner can do everything and can never be removed. There is one Owner per account.The Owner can hand ownership to a Manager. The transfer is confirmed with an OTP and takes effect after a 24-hour cooling-off period, and it is recorded in the team activity log.
Start everyone as a Viewer and raise the role when they need it. Reserve Manager for the people who should be able to grant access to others and see the Auth Token.

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Add a team member

Click + Invite Member in the top right. The Add Team Member dialog creates a new login for a colleague.
Add Team Member dialog with Email Address, Full Name, a Role picker showing Viewer, Editor and Manager cards, a Password field, and a Create Member button

Add Team Member - email, name, role and the first password

Click Create Member. The member appears in the list immediately, and you share the email and password with them through your own channel. No invitation email is needed.
A team member signs in at console.vobiz.ai with the email and password you set here and lands in your account. They do not get a separate Auth ID or Auth Token. API calls still use the account’s credentials from the Dashboard, which only Managers and the Owner can see and only the Owner can rotate.

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The member detail panel

Select a row to open the detail panel.

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Account

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Activity

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Actions

These actions are available to Managers and the Owner. A Manager can use them on Viewers and Editors only; changes to other Managers are for the Owner, and the Owner cannot be suspended or removed.
Suspend is reversible. Remove is not, so suspend first when you are not sure, and remove once the person has left for good.

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Team activity

The panel ends with the Team Activity log: a dated list of team changes such as role changes and owner promotions, with the role that made each change. Use it to answer “who changed this, and when” without leaving the page.

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Team members compared with sub-accounts

Dashboard

Where the account’s Auth ID and Auth Token live.

Sub-Accounts

Child accounts with their own credentials and numbers.