Add and manage team members

Team members are the people in your account who handle chats and manage the platform. The Complete plan includes five, with more available as an add-on.

CRM V2

These steps describe CRM V2, the current version. If your account is still on the older CRM, the screens differ but the ideas are the same. Newer accounts are on V2 by default.

Add a member

Go to the team or settings area and invite a member by email.

Set their role and permissions, which control what they can see and do.

Assign them to a department if you use departments.

They accept the invite and can start working in the inbox.

Five included, then per member

The plan includes five team members. Extra members are an add-on at a low monthly rate. See the pricing page for the current add-on cost.

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