How to invite team members, and what each role sees

Everyone on the team signs in with their own user. An admin invites the others and chooses a role for each.

1. Open the user menu, choose "Workspace settings" and then "Members"

2. Click "Invite"

3. Enter the "Email address" and choose a "Role": "Member" or "Admin"

   

4. Click "Send Invitation"

   The invitation shows under "Pending Invitations", with the date it expires.

5. The invited person clicks the link in the email, chooses a password and joins

   Once they join, they show in the members list.

What does each role see?

• "Admin": sees and sets up everything: agents, knowledge, integrations, API keys, the team and the plan. Only an admin invites and removes users.
• "Member": works with customer conversations and contacts, with no access to agent settings or workspace settings.

How do I remove a user or cancel an invitation?

Next to the user's name click "Remove member" and confirm. Cancel an invitation that was not accepted yet with "Revoke invitation".

See also: how to keep your account secure and how to add test numbers.