Add your team and set permissions
Who sees what, and who can change settings.
Team members are invited by email, with a role chosen at the time of the invitation. The role can be changed later without re-inviting.
Roles
- Administrator — everything, including billing, connecting channels and deleting conversations.
- Agent — the conversations assigned to them and the inboxes they belong to, with no access to settings.
A practical note
Start with the smaller permission. Promoting someone takes a second; undoing a setting changed by accident can take a day.
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