TaskOn AI

1. Go to <b>Team</b> in the sidebar
2. Click <b>Invite Member</b>
3. Enter their email and choose a role

Team member limits depend on your plan: Scout (2), Guard (5), Shield (10), Fortress (unlimited).

Invite Your Team

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Tickets submitted through the messenger or by a support agent in your conversation will appear here.

Role	Display Name	Permissions
Owner	Owner	Full access — manage organization, billing, members, data, and pipeline
Admin	Manager	Manage data, trigger pipeline runs, invite/remove members
Member	Viewer	View-only access to dashboard, violations, retailers, and exports
Sales Rep	Sales Rep	View only their assigned retailers and related violations

Invite Your Team

Team Roles