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Invite a teammate

Add an agent, supervisor, analyst, or administrator with the right access.

About 4 min to read

How to do it

  1. 01

    Open Settings, then Team members and choose Add team member. Enter the person’s full name and work email.

  2. 02

    Select a role and conversation capacity, then choose Send invitation. If email delivery is unavailable, copy the secure invitation link and share it privately.

  3. 03

    Ask your teammate to open the link and create their own password. Check the Invitations list for a pending or accepted status.

  4. 04

    To revoke an unused link, choose Revoke. To issue a fresh link, choose Resend. Edit an active member to change role, capacity, or account status.