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A Keloa workspace is a team. Invite your colleagues, give them the right level of access, and tag them with specialties so assignment rules know where to route work.

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Invite a teammate

1

Open Members

Sidebar → Settings → Members & roles.
2

Invite

Click Invite member. Enter email, pick a role, add optional specialties.
3

They accept

Invitee gets an email with a link. Clicking it creates their account (or attaches this workspace to their existing Keloa account) and drops them in the inbox.
Invitations expire after 14 days. Resend or revoke any pending invite from the Members list.

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Roles

RoleCan do
AdminEverything — billing, members, settings, channels, agents, knowledge, flows, inbox
AgentInbox (reply, assign, tag, resolve), read knowledge, read flows, read settings
ViewerRead-only across inbox and analytics
One person can be an admin on multiple workspaces.

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Change a role

Members list → click a teammate → pick a new role. Takes effect immediately. The last admin cannot be demoted — there must always be at least one admin.

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Specialties

Specialties are free-form tags on a teammate (e.g. returns, shipping, technical, dutch). They do two things:
  • Show up in the Assign picker so you know who’s a good fit.
  • Drive assignment rules — route returns-tagged conversations to everyone with the returns specialty.
Edit on any teammate card. Type to create, × to remove.

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Remove a teammate

Members list → click → Remove from workspace. They lose access immediately. Their past replies stay on the conversations (authorship is preserved in the audit log).

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Plan limits

Each plan has a seats cap:
PlanSeats
Starter1
Growth3
Business10
Scale25
Inviting beyond the cap prompts an upgrade.

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Audit log

Settings → Security → Audit log shows every admin action — invites, role changes, settings edits — timestamped and attributed. Available on Business and Scale.