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Team and roles

Invite people and control what they can do.

Invite someone

  1. In Settings, open the Team tab and invite them with their email and a role.
  2. They get an invitation email. The link works for 24 hours.
  3. They sign in with the invited email and accept.

Roles

  • Owner: full access, including billing.
  • Team Lead: manages their own team and its chats.
  • Team Member All Chats: sees and replies to all chats.
  • Team Member Assigned Only: sees and replies to chats assigned to them.
  • Viewer: can look at everything but change nothing.

You can create custom roles in the Roles & Permissions tab, and turn individual permissions on or off for one person. Every page stays visible, and an action someone isn't allowed to do shows a message.

A workspace always keeps at least one Owner, and nobody can change their own role or permissions.