Invite teammates and understand admin access

Open Settings → Team → Team members to invite people to the workspace. The invite flow lets you choose a role and inbox access.

Choose a role

• Member: use for teammates who primarily handle assigned conversations and collaborate in Inbox.
• Admin: use for people who need to configure workspace settings, Agent, Knowledge, Smartbar, billing, integrations, or team access.

Grant admin access only when it is needed. Owners and authorized admins can manage pending invitations, resend them, cancel them, and change member roles.

Plan conversation ownership

Invite the teammates who will receive handoffs before enabling a visitor path that promises human help. If you are launching alone, continue as the handoff owner and use a contact-form fallback outside your available hours.