Inviting and Managing Team Members

Team Management

Manage your support team from Settings → Team. Only workspace owners can access team management.

Inviting a New Agent

1. Go to Settings → Team
2. Click Invite Member
3. Enter the person's email address
4. Select their role: Owner or Agent
5. Click Send Invitation

The invitee receives an email with a link to accept the invitation. Invitations expire after 7 days.

Pending Invitations

Pending invitations are shown in the team list. You can:

• Resend: Send the invitation email again
• Cancel: Revoke the invitation before it's accepted

Changing a Member's Role

1. Find the member in the team list
2. Click the role dropdown
3. Select the new role

Note: You cannot change the role of the last remaining owner. There must always be at least one owner in the workspace.

Removing a Team Member

1. Find the member in the team list
2. Click Remove

Important:

• You cannot remove yourself
• You cannot remove the last owner
• Removed members lose access immediately
• Their existing conversation assignments are preserved for reference

Seat Limits

Your plan may have a seat limit. The current seat count is tracked against the limit. Pending invitations do not count toward the limit. If you've reached your seat limit, you'll need to upgrade your plan or remove an existing member before inviting someone new.