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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. Both steps happen from People in the sidebar.

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Step 1: Invite to the organization

  1. Go to People → Pending Invites
  2. Click Invite (organization invite)
  3. Enter their email address
  4. Choose their organization role: Member (can view all calls) or Admin (can manage members)
  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. Go to People → Members
  2. Pick the workspace you want to add them to
  3. Click Invite
  4. Search for the person by name or email
  5. Choose their workspace role: Member, Contributor, or Admin
  6. Click Add
Some invite screens let you check several workspaces at once and set a default role for all of them, overriding the role per workspace if needed — so you don’t always have to repeat this one workspace at a time.

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Pending invitations

If someone hasn’t accepted their invite yet, their status will show as Pending under People → Pending Invites, which lists both organization invites and workspace invites separately. You can:
  • Resend the invitation email if they didn’t receive it
  • Cancel/Revoke 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 People → Pending Invites or People → 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. Go to People → Members
  2. Pick the workspace
  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 from People → Members or People → Pending Invites. Changes take effect immediately.