Team and permissions

Each plan has a limit on how many members can belong to an agent. If you see “You’ve reached the maximum members for your subscription plan,” you have two options:

• Remove members you no longer need: Go to Agent > Team, find the member, and click Remove.
• Upgrade your plan: Go to Billing > Subscription > Change plan to access a plan that allows more members.

If a team member sees the message “Insufficient permissions” when trying to perform an action, it means their role doesn’t include the required permissions.

Permissions in Aura work through roles. Each role has different access levels. To change a member’s permissions:

1. Go to Agent > Team.
2. Find the member in the list.
3. Click Edit or their name.
4. Change their role or adjust their permissions based on what they need to do.
5. Save the changes.

Keep in mind that you can only assign permissions that your own role allows you to grant. If you can’t assign certain permissions, the agent owner may need to do it.

Yes, but first you must transfer ownership to another team member. An agent must always have an owner.

To transfer ownership:

1. Go to Agent > Team.
2. Find the member you want to transfer ownership to.
3. Select Transfer ownership.
4. The selected member will receive a notification to accept the transfer.
5. Once they accept, they will be the new owner and your role will change.

If you try to leave the agent without transferring ownership, you’ll see the message “You cannot leave the agent. Transfer ownership first.”

Yes, that’s normal. Access to the Billing section is restricted based on the member’s role. Typically, only the owner and roles with admin permissions can view and manage billing.

If you need a member to have billing access, the owner can change their role from Agent > Team to one that includes billing permissions.

If you see the message “You cannot leave the agent. Transfer ownership first” when trying to leave, it means you’re the agent’s owner.

The owner cannot leave the agent directly because there must always be an owner. You need to transfer ownership to another member first:

1. Go to Agent > Team.
2. Select a member and click Transfer ownership.
3. Wait for them to accept the transfer.
4. Once transferred, you can leave the agent.

If you’re not the owner and still can’t leave, contact the agent owner or support.

To change the permissions or role of a team member:

1. Go to Agent > Team.
2. Find the member in the list.
3. Click Edit next to their name.
4. Change their role to the one that best fits their responsibilities.
5. Save the changes.

Keep the following in mind:

• You cannot modify the owner’s permissions.
• You cannot assign a role higher than your own.
• You cannot remove a user with a role equal to or higher than yours.

If you need to change the role of someone with permissions above yours, the owner must do it.

Invitations to join an agent have a limited validity period. If you see “The invitation has expired,” it means the recipient didn’t accept it in time.

To fix it, simply send a new invitation:

1. Go to Agent > Team.
2. Click Invite member.
3. Enter the person’s email address.
4. Select the role you want to assign.
5. Send the invitation.

Let the recipient know to accept it as soon as possible. If there’s already a pending invitation for that user, you won’t be able to create another until the previous one expires or is canceled.