Team

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Where to find it

Settings > Team (/dashboard/settings/team).

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Team name

The first field is your team name. This shows up:

• In automated email signatures (“Support from YourCompany”)
• In the workspace card teammates see
• As the default display name in teammate-mode email replies

Edit and save anytime.

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Inviting teammates

Click Invite teammate to open the invite sheet:

1. Enter the email and (optionally) a name.
2. Pick a role: Super Admin, Admin, or Member.
3. For Members, pick a preset (Support agent, AI specialist, Marketing / Lifecycle, Help center editor, Analyst) or set each module’s access level individually.
4. Optionally make this person the billing contact when they accept.
5. Send.

The invitee receives an email with a sign-up link. Pending invitations appear in the team list with a “Pending” indicator until they’re accepted. If your email setup hasn’t been configured yet, the invitation may be created without an email being sent. Halo warns you in the toast when this happens. For the full breakdown of roles, presets, and module-level permissions, see Roles & Permissions.

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Editing a teammate’s access

In the team row, click the ⋯ menu and choose Edit access. The same sheet you saw at invite-time opens, pre-filled with their current role and permissions. Change anything and save.

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Transferring the billing contact

The current billing contact is marked with a Billing badge in the team list. To transfer it:

• Click Transfer billing at the top of the team list and pick a teammate, or
• Open the ⋯ menu on any teammate and choose Make billing contact, or
• Edit a teammate’s access and check Make this person the billing contact.

Future invoices and billing alerts go to the new contact’s email immediately.

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Removing teammates

From the row menu, choose Remove from team. They lose access to the dashboard immediately. Halo blocks removal of:

• Yourself (demote or transfer first)
• The only remaining Super Admin (promote another teammate first)
• The current billing contact (transfer billing first)

These guardrails make sure your workspace can never end up locked out of itself.

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Pending invitations

Pending invites show inline in the team list with a “Pending” indicator. Each row’s menu has a delete option to revoke the invite without sending email.

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Profile and display

Each teammate has a profile page (Profile in the user menu, /dashboard/profile):

• Display name
• Avatar (uploaded image)
• Email alias (for teammate-mode email; see below)
• Personal display name (for custom-display-name email mode)

Profile changes show up in the inbox (your name and avatar on outbound replies) and on internal note attribution.

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Alias users

Alias users are virtual senders for outbound replies. Use them when you want a consistent brand voice instead of individual teammate names. For example, every outbound reply comes from “Support Team” instead of “Matt” or “Sarah.” Alias users have:

• A name (e.g. “Support Team”)
• An optional email alias (the local part; sanitized to alphanumeric/hyphens)
• An optional send-from address (workspace default or a specific outbound-enabled address)
• An avatar (uploaded image)

Manage at Settings > Team > Alias Users. Admin actions only. When sending a reply, the composer lets you pick an alias from a dropdown. Past messages from a deactivated alias still display the alias’s name; only future replies are blocked.

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Where to go next