Adding Your First Team Member

Overview #

Collaboration starts by inviting your team. You can assign roles, set permissions, and ensure every case finds the right owner.

Steps

1. Go to User Management
   • From the sidebar, click Settings → Team Members.
2. Click Add Member
   • Enter their details:
     • Full Name
     • Work Email
     • Role/Title (e.g., Case Agent, Supervisor, Admin)
3. Assign a Role
   • Admin: Full access to manage cases, users, and billing.
   • Manager: Manage cases and team assignments.
   • Agent: Handle assigned cases only.
   • Viewer: Read-only access.
4. Set Permissions (Optional)
   • Restrict access to certain case categories or integrations.
   • Define SLA escalation rights.
5. Send Invitation
   • Click Invite.
   • The team member receives an activation email.
   • Once they set a password, they can log in.
6. Monitor Invitations
   • Pending invites are visible under “Invitations.”
   • Resend or revoke invites as needed.

✅ Tip: Start with one or two Admins and expand with Agents as your usage grows.