Invite your team
On this page
Invite people to your workspace by email. Everyone you invite joins as a Client Agent.
Invite a member
- Go to Settings → Workspace → Members.
- Select Invite member.
- Enter their Email and select Send invite.
They get an email and choose their own name and password when they accept. Until then, their row shows Invited.
Your own email address must be verified before you can invite anyone. An invitation takes a seat from the moment you send it. The trial and the Starter and Business plans include 20 seats; Enterprise has no limit. Once every seat is in use, an invite is refused until you free one.
If the invitation doesn’t work
The link in the email is valid for 3 days. If the link expires or the email gets lost, select Resend next to Invited. That sends a new link, and the old one stops working. You can send an address at most 3 invitations an hour.
What each role can do
The Role column on Members shows each person’s role.
- Client Admin can do everything below, and also manage Members, Campaigns, Plan & billing and Phone numbers, edit flows, and import leads.
- Client Agent works in Conversations and Calendar, sees Leads and Analytics, and can open flows without editing them. They can’t see archived conversations.
- Client Manager works in Conversations and Calendar, sees Leads, Analytics and Phone numbers, and can see archived conversations. They can’t open Flows.
Turn off someone’s access
- On Members, open the menu at the end of their row.
- Choose Deactivate.
They are signed out at once and their seat is free again. To bring them back, choose Reactivate, which needs a free seat. You can’t deactivate your own account.