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Add your team so they work in Recepta.ai under their own login, with access scoped to what their job needs.

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Inviting users

Invite by email from Organization. The invitee sets their own password and joins your workspace — never share a login.
Shared logins destroy your audit trail. When every action is attributed to “the office account”, you can’t tell who changed a price or deleted a call, and you can’t revoke one person’s access when they leave.

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Roles

Recepta.ai ships with standard roles covering the common cases, and supports custom roles when those don’t fit.

Standard roles

Owner and administrative roles for people who configure the system, plus operational roles for people who work calls and bookings day to day.

Custom roles

Build a role from individual permissions when the standard set is too broad or too narrow for someone’s job.
Permissions cover the areas you’d expect: company settings, billing, team management, contacts, calls, campaigns, integrations, and admin functions. Grant against the job, not the person’s seniority.

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What to be careful with

Keep billing access to the people who should see and change what you pay. It’s separate from configuration access for good reason.
Call content contains customer personal data. Grant it to people who need it for QA and support, not by default. Transcript and recording access can be granted separately — including at the API key level.
Anyone who can disconnect an integration can stop bookings reaching your CRM. Restrict it.
Deletion is not reversible. Few people need it.

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When someone leaves

1

Remove their user

Do it the same day. Their access ends immediately.
2

Check integrations they authorized

An OAuth connection authorized with their account can stop working when their access at the provider is revoked. Reconnect anything they owned under an account that will persist.
3

Rotate any API keys they created

Keys survive the user who made them. See Authentication.
Running multiple locations? Access can be scoped so branch staff see their own location’s calls and bookings without seeing the whole business.