Inviting Team Members

Team Settings allows you to create user accounts for your employees, granting either full control or limited access based on their roles.

To add a team member, you must first create roles.

Add Member

• Navigate to Settings > Teams.

• Click the "+ Add Member" button.

Create Team Member

This action will open the "Create User" modal with the following fields:

• Full Name

• Email

• Password

• Departments

• Roles

• Max Chat Assignment

• Allow User to SSO login only: Check this box if you want the user to only be able to log in via Gmail or Microsoft.

Simply fill in the information, and once you've added all the details, click Save. As soon as you save the team member, they will appear on the page like the list shown below.