Inviting Your Team

Sending invitations

To invite a team member, go to your workspace settings and open the "Members" section. Enter the person's email address, choose a role, and send the invitation. They will receive an email with a link to accept the invitation and join your workspace.

You can optionally specify which channels the new member should have access to. If you skip this step, they will have access to all channels that are open to the entire workspace.

Role types

There There has three roles, each with different levels of access.

Owner

The workspace owner has full control. Owners can manage billing, delete the workspace, and perform all administrative tasks. There is one owner per workspace.

Admin

Admins can manage workspace settings, invite and remove members, create and configure channels, and set up workflows. Admins automatically have access to all channels. They cannot delete the workspace or manage billing.

Agent

Agents are the day-to-day support team members. They can view and respond to tickets in channels they have access to. Agents cannot manage workspace settings or invite other members. Channel access for agents can be restricted to specific channels.

Permissions overview

Permission	Owner	Admin	Agent
Manage billing	Yes	No	No
Delete workspace	Yes	No	No
Manage members	Yes	Yes	No
Manage channels & settings	Yes	Yes	No
Access all channels	Yes	Yes	No
View & respond to tickets	Yes	Yes	Yes

Managing invitations

Pending invitations can be resent or cancelled from the Members settings page. Invitations expire automatically after a set period. If an invitation expires, you can send a new one.