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This guide will walk you through the steps for adding members to your organization on the  Phonely Platform, assigning roles, managing billing options, and other essential organizational features. Whether you’re inviting new team members or adjusting account roles, this article covers everything you need to know.

	2.	Under this tab, you will find a section labeled 

Step 3: Invite Members to Your Organization

, depending on their permissions within the platform.

. The invited member will receive an email with a link to join your organization on the Phonely Platform.

 enter the email and select their role before sending the invite. Will will receive a link to join the platform shortly.

Once you’ve added members, there are several other options to manage your organization more effectively:

: Share agents across different teams or projects within your organization.

: Update billing details to ensure the correct plan and payment method are associated with your account.

: If you manage multiple organizations, you can transfer agents between them. Search for the agent you want to move, and select the destination organization.

 section, you can view and adjust the billing account associated with each plan. For example, if you have both an 

, select the correct billing account for each.

: Billing is set at the organization level rather than the individual agent level, so all usage costs are combined under the selected billing account.

: View and download a detailed breakdown of each agent’s usage within the organization to understand costs by agent.

 In a demo organization, you might have multiple agents with different usage levels. You can download a report showing each agent’s billing for complete transparency.

Q1: Can I change the role of an existing member?

 and select the member whose role you want to change. Update their role and save the changes.

Q2: How do I know if the invite has been sent successfully?

, the invited member will receive an email link. You can check the status of invites in the 

Q3: How does billing work for multiple plans?

Each organization has a billing account, and if you have multiple plans (e.g., Enterprise and Free), you can select which plan to associate with each billing account. All agents under the organization are billed to that account.

If you have any additional questions or run into issues, please visit our 

. We’re here to help you make the most out of your Phonely Platform experience!

Plan and Settings

Add a team to your organization