Invite the people who will follow up with customers and choose the level of access each person needs. Workspace membership and team assignment are separate parts of the setup.
Before you start
You need permission to manage workspace users and the correct email addresses for your teammates. Decide which teams you need, such as sales and support.
Steps
- 1
Open user settings
From account settings, open Users or Team members and choose to add a user.
- 2
Invite a teammate
Enter their email address and select a role that matches their responsibilities. Reserve admin access for people who need it.
- 3
Organize teams
Open Teams, create a team or select an existing one, and add the teammate.
- 4
Confirm access
Ask the teammate to accept the invitation and sign in, then check that they appear in the user and team lists.
- 5
Test assignment
Open a test conversation and check that you can assign it to the teammate or their team.
Check the result
The teammate can sign in, belongs to the intended team, and is available for test conversation assignment. If not, check invitation status, role and team membership.