Invite Your Team
Workspace admins can invite operators and configure what each member can read or change.
Add Users
Open Settings → Users
Review current members, roles, and activity.
Invite a teammate
Add the teammate’s email address and choose an initial role.
Assign permissions
Use the role defaults or customize permissions in Settings → Permissions.
Review viewing state
The Users table can show what an operator is currently viewing and lets admins jump directly to that item when available.
Default Role Guidance
| Role | Typical use |
|---|
| Owner | Full workspace setup, billing-adjacent operations, permissions, keys, and security settings. |
| Admin | Day-to-day configuration, channels, agents, automations, and team management. |
| Member | Inbox, issues, replies, notes, macros, and customer support work. |
| Viewer | Read-only or audit access. |
Operator Onboarding
- Read Inbox and Issues.
- Learn how Operator Takeover works.
- Review Agents so operators understand what the AI can and cannot answer.
- Review Data Privacy before using customer screenshots, logs, or credentials.
Start new operators as Members unless they need to change channels, keys, automations, or workspace-wide settings.
