Invite your team and keep roles clear

Open Team to see who belongs to the organization. The members table shows names, roles, current status, recent activity, and active conversation counts before you change access.

Use the smallest useful role

An Operator works with conversations. An Admin can also manage the team, settings, and billing. A Viewer has read-only access to the operational areas marked in the permission matrix lower on the Team page. Start with the narrowest role that supports the person's work.

Send an invitation

Choose Invite Operator to open the invitation page. Enter the person's work email and select a role. The screenshot data uses fictional addresses ending in example.test and never represents a real customer.

Check the role before sending

The role selector makes the access decision explicit. Review the permission matrix when the choice is unclear. If a teammate later needs broader access, edit the role from the team table instead of sharing an administrator account.

Remove access promptly

When someone leaves the team, remove their access on the same day. Review the member list regularly and reassign their open conversations before removal when needed.