Team members and roles

Give each person who works with your calls their own login instead of sharing the owner’s password. Everyone signs in with their own email, and their own two-step verification.

Roles

What they can do	Owner	Admin	Member
Read calls, transcripts, recordings and follow-ups; mark follow-ups handled; block callers	Yes	Yes	Yes
Manage their own sign-in, sessions and two-step verification	Yes	Yes	Yes
Change the agent, knowledge, hours, phone number, fallback line, forwarding and office routing	Yes	Yes	View only
Change notifications and integrations	Yes	Yes	View only
Invite people, change their roles and remove them	Yes	Yes, except the owner	No
See the account’s security log	Yes	Yes	No
Billing, plan changes, data export, closing the account, transferring ownership	Yes	No	No

Every account has exactly one owner. In HIPAA mode, two-step verification is required to view call details for every role.

Invite someone

1. Open Settings → Team.
2. Select Invite someone, enter their work email and choose Admin or Member.
3. They get an email from Xaller.ai with a link that works once and expires after 7 days.

The invited person opens the link and either creates a login for that address (with a password or Google) or signs in if they already have one. The link only works for the invited address.

If an invitation expires or gets lost, select Resend next to it: the old link stops working and the new one is valid for another 7 days. Revoke cancels an invitation that hasn’t been used.

Team size

Your plan includes a number of team members: 3 on Starter, 10 on Growth and unlimited on Pro. The owner and pending invitations count toward it. If you move to a smaller plan, everyone keeps access, but you can’t invite anyone new until the team fits the plan.

Change a role or remove someone

On Settings → Team, select Change role or Remove next to the person. Changes take effect on their next action in the app. A removed person is signed out everywhere at once and stops getting the account’s call notifications. Their past activity stays in the security log.

Transfer ownership

The owner can make an Admin the new owner: select Transfer ownership, choose the Admin and confirm with your password or a code from your authenticator app. You stay on the team as an Admin, and both of you get a confirmation email.

Security log

Invitations, people joining, role changes, removals and ownership transfers all appear in the security log on Settings → Sign-in & security, with who did it and when. Invitation links themselves are never stored.