Admin5 min readUpdated July 10, 2026
Team and permissions
Invite teammates, assign roles, and keep sensitive workspace controls limited.
Invite teammates to help manage your support queues and configure your workspace. Team permissions use role-based access control to protect sensitive configurations.
User roles mapping
| Feature Scope | Agent Role | Admin Role |
|---|---|---|
| Inbox & Replies | Allowed | Allowed |
| Customer Notes & Tags | Allowed | Allowed |
| Knowledge Base Sources | Read Only | Allowed (Modify, Reindex) |
| AI Actions Config | Blocked | Allowed |
| Billing & Subscriptions | Blocked | Allowed |
| Teammate Invites | Blocked | Allowed |
Inviting your team
Steps
- 1Navigate to Team settings in the sidebar.
- 2Click Invite Teammate.
- 3Enter their email address and select a role (Admin or Agent).
- 4Click Send Invitation. The system will email them a secure link to join your workspace.