Members and invitations
Invite people to your organization, choose their role, and change or remove them later. Who can do what, and what an invite link does.
Everyone who works in your organization is a member with one of three roles. Manage them in Settings, Members, and invite new people from Settings, Invitations.
Roles
| Role | Can do |
|---|---|
| Owner | Everything an admin can, plus single sign-on and the organization's two-step verification rule. Can grant the owner role and change or remove other owners. |
| Admin | Manage members and invitations, API keys, alerts, exports, data retention, SIP trunks, integrations, usage and Mr. Gem's settings. |
| Member | Day-to-day work: build and test agents, handle calls and contacts, and see who else is in the organization. Cannot manage people or open the admin pages above. |
An organization always has at least one owner. The last owner cannot be demoted or removed, so promote someone else first.
Invite someone
- Open Settings, Invitations (or Invite people on the Members page) and choose Invite member.
- Enter their email address and pick Admin or Member.
- Dialgem emails them an invitation. You also get the same link once, to copy and send yourself. It is shown only at that moment, so copy it before you close the dialog.
Things to know:
- Owners cannot be invited. Invite them as an admin, then promote them from the Members page.
- You must have confirmed your own email address before you can invite anyone. Use the link in the banner at the top of the dashboard.
- One live invitation per address. To send a new one, revoke the pending one first.
- Links last 7 days. After that the invitation shows as expired and the link stops working. Anyone holding a live link can join until it expires or you revoke it, so send it only to the person invited.
- Daily limits. An organization can send 25 invitations a day, and one person across all their organizations 50. Limits reset on a rolling 24 hours.
When they accept
The person opens the link. If they have no Dialgem account they choose a name and password and land in your organization. If they already have an account at that address they sign in and accept. The role you chose is the role they get.
Accepting an invitation does not count as confirming their email address. the address stays unconfirmed until they confirm it themselves.
Revoke an invitation
On Settings, Invitations, choose the bin icon beside a pending invitation. The link stops working immediately. An accepted invitation cannot be revoked: remove the member instead.
Change a role or remove someone
On Settings, Members, owners and admins see a role menu and a bin icon for each person.
- Change a role from the menu. Removing a member takes away their access at once. They must be invited again to return.
- Only an owner can make someone an owner, or demote or remove an existing owner. An admin who tries gets an error.
- Both actions ask for a fresh second step if you use two-step verification.
- Owners also see a shield icon that removes a member's second step when they have lost their phone. See Two-step verification.
Invitations and role changes are written to the audit log.