Teammates are users within an account who handle specific tasks to improve collaboration and streamline operations. Share your Webex Interact account with your team by inviting them as teammates. By inviting teammates, you can assign roles and manage access, ensuring each teammate has the appropriate level of permissions.

As a business owner, you can log in to your account and invite team members to collaborate. Account Owner or Administrator can invite new teammates (up to 50 users per account) after verifying the account.

Invite teammates from the Account details>Teammates section on the right, provide the teammate’s business email, and select a role—Admin or Marketer—that aligns with their responsibilities.

When inviting teammates, it's important to assign roles, not everyone requires full control. Each role has distinct capabilities. For example, a finance manager handles payments, while a marketer manages campaigns. Assign the right role for each teammate to ensure that every teammate has the right level of access to perform their tasks effectively.

Webex Interact offers three key roles:

When a teammate is invited, they receive an email to join your Webex Interact account. Invitations expire after 24 hours, and only Account Owners and Administrators can send or re-send invites.

The invited user must join the team using their business email address and set up a password to activate their account. Once logged in, they can access platform features based on their assigned role.

Once an invited user logs in, Account owners and administrators can track their status (Invited, Active, or Expired), manage pending invitations, and resend or delete invites. A user is marked as Active after completing the setup process. If the invitation link expires, the status is updated automatically.

Account owners and Administrators can manage teammates to keep the team organized and up to date: