Team Members

Invite people to your team, choose their role, manage pending invitations, and remove members.

Team members share your agents, Helpdesk, and plan. The number of members you can have depends on your plan.

Only Owners and Admins can invite, remove, or change the role of members.

Invite a member

Open Team settings

Select Settings in the main sidebar.

Invite

Select Invite. Enter their Email and choose a Role: Admin, Editor, or Viewer. See Roles and Permissions.

Send

Select Invite member. They get an email with a link to join.

Invitations show as Pending in the members list, with an expiry date. If you can’t invite more people, your team has reached its member limit. Upgrade your plan to add more.

Accept an invitation

Select the link in the invitation email and sign in, or create an account with the invited email address. Pending invitations also appear under Pending invitations on your dashboard.

Cancel an invitation

Select Cancel invitation next to a pending invitation and confirm. The link stops working.

Change a member’s role

Open the role menu next to a member and choose a new role. The change applies right away.

Remove a member

Select Remove user next to a member and confirm. They lose access immediately. Their past conversations, notes, and replies stay in your team.