Inviting Your Team
Only admins can invite new users. Team members are invited via email and will receive a link to set their password and join the workspace.
Invite a Team Member
- Go to Admin → Manage Users.
- Click Invite User.
- Enter their email address and select their role:
- User — for agents handling conversations
- Manager — for team leads overseeing campaigns and analytics
- Admin — full workspace access (use sparingly)
- Click Send Invitation.
The invited person will receive an email with a link valid for 48 hours. Once they accept, they appear in your user list.
Managing Existing Users
From Admin → Manage Users you can:
| Action | How |
|---|---|
| Change a user's role | Click the user → Edit Role |
| Disable a user | Click the user → Deactivate |
| Re-send an invitation | Click the pending invite → Resend |
| Remove a user | Click the user → Remove (their conversation history is preserved) |
Role Summary
| Role | Inbox | Contacts | Campaigns | Channels & Admin |
|---|---|---|---|---|
| User (Agent) | ✅ | ✅ | — | — |
| Manager | ✅ | ✅ | ✅ | — |
| Admin | ✅ | ✅ | ✅ | ✅ |
For a detailed breakdown of what each role can access, see Workspace Overview.
Extension Assignment (Telephony)
If your workspace has voice/telephony enabled, each agent needs a phone extension. Assign extensions in Admin → Extensions. Users won't be able to make or receive calls until an extension is assigned.
See Extensions for the setup guide.