Invite teammates
- Open User Management in the sidebar.
- Under Invite people, type their email, pick a role and choose Send invitation.
- They get an email with a link. If they don't have an account yet, they create one with the invited email.
Invitation links work for 7 days. Until someone joins, their invitation waits in the list: Resend sends a fresh link, Revoke cancels it.
Free includes one agent: you. To invite teammates, move to Premium. See Plans and billing.
Roles
- Admin: everything, including Administration: settings, members and billing. The account's owner is always an admin.
- Manager: everything an admin does, except changing the plan, adding sites and managing admins.
- Agent: answers chats. No Administration.
Change someone's role in User Management at any time. Only admins can invite or change admins. Remove takes someone off the site straight away, and their open chats go back to unassigned.
Team Activity
Team Activity (admins and managers) shows when each person was working, day by day, against the hours set for them. Working means the dashboard was open with their status set to Online; a break is the dashboard open while Away or Invisible.
- Set working hours for each person: their time zone, their days, and up to three sets of hours a day, for split shifts.
- Each day then shows if they started late, left early, or were absent.
- Activity is kept for 90 days.
