Team Members
The Team Members tab allows you to manage your support and admin users. You can invite new members, assign roles, and view or remove existing members.
Add Members
Use this section to invite new users to your workspace.
Fields
-
Email Address
Enter the email of the team member you want to invite. This field is required. -
Role Selection
Choose the appropriate role from the dropdown. Available roles include:- Super Admin
- Super Agent
- Agent
- Live Chat Analyst
- AI Bot Analyst
After filling in the details, send the invitation. An email will be sent to the invited user with a link to join the platform.
Team Members List
This section displays all users currently added to the team, including:
- Name
- Email Address
- Role
Each team member entry includes a Delete option. You can remove users who no longer need access.
Invitation Status
Users who have been invited but haven’t accepted the invitation yet will appear in the list with a badge labeled “Invitation Sent”.
Note: Roles define the level of access and permissions available to each user. Assign them carefully based on responsibilities.
Onboarding for Invited Members
When an invited team member clicks the invitation link sent via email, they’re redirected to a registration screen to complete their onboarding.
Required Fields
- First Name
- Last Name
- Job Title
(e.g., Product Manager, Support Lead, QA Analyst) - Password
Minimum length or format depends on your platform’s security settings. - Confirm Password
Must match the above password field.
Once completed, the new user clicks Register to officially join your workspace.
Users who complete this step will automatically be assigned the role you selected when sending the invite.
They can now log in and begin using the platform according to their assigned role permissions.
Best Practices
- Always verify the email before sending an invite.
- Assign roles that match the team member’s responsibilities.
- Regularly review and update team access to maintain security and organization.