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Compass is built for teams. The Team Management features let you invite colleagues, assign roles, and collaborate across your organisation — ensuring the right people have the right level of access.
Team management in Compass is powered by Clerk. Invitations, authentication, and role management are handled through Clerk’s secure identity platform.

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Managing your team

Navigate to the People page in the left sidebar to see all current members of your organisation. From here, you can view each member’s name, email, role, and status.

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Inviting team members

1

Navigate to the People page

Click People in the left sidebar to open the team management page.
2

Click Invite

Click the Invite button in the top-right corner.
3

Enter the email address

Enter the email address of the person you’d like to invite and select their role.
4

Send the invitation

Click Send to dispatch the invite. The recipient will receive an email with a link to join your organisation.
Invite team members early in your setup process. Having your compliance, medical, and marketing teams onboard from the start helps ensure agents are configured correctly before deployment.

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Roles and permissions

Compass uses a role-based access system to control what each team member can do:
RoleDescription
OwnerFull access to all features and settings. Can manage billing, invite/remove members, and delete the organisation. Typically the person who created the account.
AdminFull access to agents, widgets, monitoring, and team management. Cannot manage billing or delete the organisation.
MemberAccess to agents, widgets, and monitoring features. Cannot manage team members or organisation settings.
Role assignments can be changed at any time from the People page. Click the role badge next to a team member’s name to update their access level.

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Removing team members

To remove a member from your organisation:
  1. Navigate to the People page.
  2. Find the team member you want to remove.
  3. Click the Remove action next to their name.
  4. Confirm the removal.
Removing a team member immediately revokes their access to your organisation. This action is logged in the Audit Log.

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Switching between organisations

If you belong to multiple organisations, you can switch between them using the organisation switcher in the sidebar.
  1. Click the organisation name at the top of the left sidebar.
  2. Select the organisation you want to switch to from the dropdown.
  3. The dashboard will reload with the selected organisation’s data.
The organisation switcher is particularly useful for agencies or consultancies that manage multiple client accounts from a single Compass login.

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Profile management

Click your avatar or name in the sidebar to access your personal profile settings.

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Personal information

Update your name, email address, and profile photo. These details are displayed to other members of your organisation.

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Security settings

Manage your account security:
  • Password — Change your account password.
  • Two-factor authentication — Enable or disable 2FA for an additional layer of security.
  • Active sessions — View and manage your active login sessions across devices.
Security settings are managed through Clerk’s authentication platform. Changes to your password or 2FA settings take effect immediately across all your organisations.