Add team users and choose roles
Understand owner, admin, agent, staff, and restricted access before inviting your team.
Who should be added
Add only people who need to work inside BOS. Give each person the lowest role that can complete their work.
Common role usage
- Owner: controls company, billing, major settings, and full visibility.
- Admin: manages operations, contacts, orders, campaigns, and settings allowed by owner.
- Agent: handles assigned conversations, leads, follow-ups, and support tasks.
- Staff: works on assigned jobs or internal tasks.
- HR/Admin roles can be used for team and operational control where enabled.
Security rule
Do not share one login among multiple staff. Individual users make assignment, reporting, and accountability cleaner.