Invite your team

Support is a team sport. Invite the people who will answer tickets, and the colleagues who only need to read and add notes.

Invite people

1. Open Admin Center, People, Team members.
2. Choose Invite people.
3. Enter the Email, pick the Role (Agent or Admin) and, for agents, the Permissions role, for example Agent (default) or Light agent.
4. Tick the Groups the person belongs to (for example Billing or Returns) and choose Send invitation.

The invitee gets an email with a link to choose their name and password. The link expires after 7 days. Pending invitations are listed under Invitations, where you can Resend or Revoke them.

During setup you can also invite several people at once from the Invite your team step.

Choose the right role

Role	Can do
Agent	Answer tickets and chats, use macros and views
Light agent	See tickets of their groups, add internal notes, start side conversations; cannot be assigned tickets. Free, never a seat
Admin	Everything, including the Admin Center

Custom roles with fine-grained permissions are available on Pro and Enterprise. See roles.

Each agent and admin takes a paid seat. Light agents are free, but the Free plan has none and Starter allows 5. See light agents.

Related

• Roles and permissions
• Light agents
• Add or remove seats