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Adding someone to CallVault is a two-step process: first invite them to the organization, then add them to the specific workspaces they should have access to.

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Step 1: Invite to the organization

  1. Go to Settings → Workspaces → Members
  2. Click Invite member
  3. Enter their email address
  4. Choose their organization role: organization_admin or member (see Organizations for what each role can do)
  5. Click Send invite
The person will receive an email with a link to accept the invitation and set up their account. If they already have a CallVault account, accepting the invite will add them to your organization.
Inviting someone to the organization doesn’t automatically give them access to any workspaces — that’s a separate step.

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Step 2: Add to workspaces

Once the person has accepted their org invite (or if you want to pre-configure access before they accept):
  1. Open the workspace you want to add them to
  2. Click ⋯ → Workspace Settings → Members
  3. Click Add member
  4. Search for the person by name or email
  5. Choose their workspace role: Viewer, Editor, or Admin
  6. Click Add
Repeat for each workspace they need access to.
Use Teams to manage workspace access for groups of people at once — instead of adding and removing individuals one by one.

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Pending invitations

If someone hasn’t accepted their invite yet, their status will show as Pending in the member list. You can:
  • Resend the invitation email if they didn’t receive it
  • Cancel the invitation if you sent it to the wrong address

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Removing a member

To remove someone from your organization:
  1. Go to Settings → Workspaces → Members
  2. Find the member and click Remove
This removes them from the organization and from all workspaces. It does not delete any calls or content they created. To remove someone from a single workspace without removing them from the org:
  1. Open the workspace
  2. Go to ⋯ → Workspace Settings → Members
  3. Click the ⋯ next to their name and select Remove from workspace

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Changing a member’s role

You can update someone’s org-level role or workspace-level role at any time:
  • Org role: Settings → Workspaces → Members → [member] → Change role
  • Workspace role: Workspace Settings → Members → [member] → Change role
Changes take effect immediately.