Roles in DMHub
Every team member has one of three roles:
| Role | What they can do |
|---|---|
| Admin | Full access — billing, settings, team management, all conversations |
| Agent | Handle conversations, view contacts, use AI features |
| Viewer | Read-only — view conversations and reports, cannot send messages |
Inviting a new team member
- Go to /settings/team → Invite Member
- Enter their email address
- Choose a role
- Click Send Invite
The invitee receives an email with a link to create their account and join your workspace. Invite links expire after 7 days — if they miss it, you can resend from the Pending Invites list.
Plan seat limits
| Plan | Included seats |
|---|---|
| Starter | 2 |
| Pro | 5 |
| Business | 20 |
| Enterprise | Unlimited |
Additional seats are available at $15/seat/month on Starter and Pro.
Removing a team member
Go to /settings/team, find the member, and click Remove. Their account is deactivated immediately. Open conversations previously assigned to them are moved to the unassigned queue.
Reassigning conversations after removal
When you remove a team member, DMHub prompts you to:
- Leave conversations unassigned (your team picks them up manually)
- Reassign to a specific agent
- Let the AI agent handle them until manually picked up
Choose whichever fits your workflow.
teampermissionsroles
Was this article helpful?
Let us know if this answered your question or if you need more help.
Send feedback