Team Management and Roles
OzyOps supports multiple team members on a single account. You can invite your office staff, managers, and other team members with different permission levels.
Team Size Limits by Plan
| Plan | Maximum Team Members |
|---|---|
| Starter | 3 |
| Essential | 5 |
| Professional | 10 |
Team size includes the account owner. If you are on the Starter plan, you can have yourself plus two additional team members.
Roles and Permissions
OzyOps uses three roles with different access levels:
Owner
The account owner has full access to everything:
- View and manage all calls, pipeline entries, and prescriptions
- Edit AI agent settings (greeting, services, promotions, instructions, voice)
- Manage team members (invite, remove, change roles)
- Access billing and subscription management
- Configure call transfers and notifications
- Connect EMR integrations
- View analytics and export data (Professional)
There is one Owner per account. The Owner is the person who created the account during signup.
Manager
Managers handle daily operations:
- View and manage all calls, pipeline entries, and prescriptions
- Claim and release calls
- Add notes and update statuses
- View team member list
- Access most dashboard features
Managers cannot:
- Change AI agent settings
- Manage billing or subscriptions
- Invite or remove team members
- Change role assignments
- Configure integrations
Viewer
Viewers have read-only access:
- View calls and transcripts
- View pipeline entries
- View prescriptions and their status
Viewers cannot:
- Claim calls or update statuses
- Add notes
- Make any changes to settings or data
If someone only needs to check call logs or see what is in the pipeline without taking action, Viewer is the right role.
Inviting Team Members
- Go to Settings > Team.
- Click Invite Member.
- Enter their email address.
- Select their role (Manager or Viewer).
- Click Send Invite.
The invited person receives an email with a link to create their account and join your team.
Invitations expire after 7 days. If the person does not accept within 7 days, you will need to send a new invitation.
Removing Team Members
- Go to Settings > Team.
- Find the team member you want to remove.
- Click Remove.
- Confirm the removal.
Once removed, the person immediately loses access to your dashboard. They would need a new invitation to rejoin.
Changing a Team Member's Role
Only the Owner can change roles:
- Go to Settings > Team.
- Find the team member.
- Click the role dropdown next to their name.
- Select the new role (Manager or Viewer).
- Save.
The change takes effect immediately.
Permission Summary
| Action | Owner | Manager | Viewer |
|---|---|---|---|
| View calls and transcripts | Yes | Yes | Yes |
| View pipeline | Yes | Yes | Yes |
| View prescriptions | Yes | Yes | Yes |
| Claim/release calls | Yes | Yes | -- |
| Add notes | Yes | Yes | -- |
| Update pipeline status | Yes | Yes | -- |
| Edit AI agent settings | Yes | -- | -- |
| Manage team members | Yes | -- | -- |
| Access billing | Yes | -- | -- |
| Configure transfers | Yes | -- | -- |
| Connect EMR | Yes | -- | -- |
| Export data | Yes | Yes | -- |
Common Questions
Can I transfer ownership to someone else? Not currently through the dashboard. Contact support@ozyops.com to transfer account ownership.
Can a team member be on multiple accounts? Each email address can only belong to one OzyOps account.
What happens if I reach my team size limit? You will see an error when trying to invite a new member. Either remove an existing member or upgrade your plan for a higher limit.
Do team members cost extra? No. Team members are included in your plan at no additional cost, up to your plan's limit.