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In Omni Z-API, each person on the team has a role in the workspace. The role defines what they see and what they can change in the dashboard. The team is in Administration → Team.
Team screen in the Omni Z-API dashboard

Roles

Owner

Workspace owner. Has access to everything, including what no other role can do:
  • Manage billing: subscribe to channels, pay invoices and change the payment method.
  • Access the Security menu: API credentials, IP restriction and SDK configuration.
  • Promote a Member to Manager or demote a Manager to Member.
The Owner cannot be removed from the workspace or have their role changed.

Manager

Runs the day-to-day operation, without access to billing and security:
  • Creates, edits and deletes channels and templates.
  • Invites people, resends and revokes invitations.
  • Removes only Members. Cannot remove another Manager or the Owner.
  • Sees billing, without changing it, and checks the Audit log.

Member

Follows the operation, without changing anything:
  • Sees channels and templates.
  • Does not access Team, billing, Audit log or Security.

Permissions summary

Nobody can remove themselves or change their own role.

Change a role

Only the Owner changes roles. In Administration → Team, in the Active section, each person has the action buttons on their own row:
  • Promote to manager: turns a Member into a Manager.
Member with the Promote to manager button
  • Relegate to member: turns a Manager into a Member.
Manager with the Relegate to member button
The change takes effect immediately, with no confirmation step, and is recorded in the Audit log. To take the person out of the workspace, use Remove.
The Owner has no action buttons: their role cannot be changed or removed.

Invite people

  1. In the dashboard, open Administration → Team and click Invite people.
  2. Enter the emails. Separate them with commas to invite several people at once.
  3. Click Continue, review the list and click Send invitations.
Each person receives their own link by email. The invitation:
  • Expires in 7 days. After that, send a new one.
  • Joins the workspace with the Member role. The Owner can promote them to Manager later.
  • Is not sent to people who are already in the workspace or already have a pending invitation.

Track invitations

On the Team screen, invitations are grouped into:
  • Active: people with access.
  • Pending invitations: waiting for acceptance. You can Resend or Revoke.
  • Closed: expired or revoked invitations, kept as history.

Accept an invitation

The invited person opens the link in the email or, in the dashboard, the profile menu → Invitations, and clicks Accept or Decline. After accepting, the workspace appears in the workspace selector.
Everyone who accepts an invitation joins the workspace as a Member, always. You cannot choose another role in the invitation. If they need more access, the Owner promotes them to Manager afterwards, in Change a role.