How to add team members and choose what they can see

Who can manage the team

Only the account owner sees the Team menu. Team needs a plan with more than one seat. Seats include the owner:

• Starter and Plus: owner only.
• Growth and the free trial: up to 5 people.
• Enterprise: unlimited.

Invited and active members use a seat. Disabled members do not.

Create a role

1. Open Team and click the Roles tab.
2. Click New role.
3. Type a Role name, for example "Sales agent".
4. Under Menu access, tick each menu this role can open.
5. Under Which chats can they see?, choose All chats or Only chats assigned to them.
6. Tick Can assign and reassign chats to other people if they should hand chats around.
7. Click Save role.

Flagged Questions gives access to the Unanswered tab in Train AI. Developer API can be ticked, but API keys act on the whole account, so give it only to people you fully trust.

Add a team member

The link works once and expires in 7 days. They open it, choose a password and are signed in.

1. Click the Members tab and click Add team member.
2. Enter their Name and Email (their login).
3. Choose a Role.
4. If the role only shows assigned chats, decide whether to tick Can also see and claim unassigned chats.
5. Click Create and get invite link.
6. Click Copy and send the link to them, for example on WhatsApp.

Manage a member

• Change their role with the drop-down next to their name.
• Show unassigned or Hide unassigned controls whether they see unassigned chats.
• New invite link sends a fresh link if they lost theirs. Reset password does the same for an active member.
• Disable blocks their sign in without deleting them. Enable lets them back in.
• Remove deletes the member. Their chats become unassigned.

Changing a role, a member's role, or their status signs that person out, so the new access applies right away.