Inviting and managing team members

Sending an invite

Go to Dashboard → Team and click Invite member. Enter the email address and select a role — a role description is shown below the selector to help you choose. Click Send invite. The user receives an email with a one-time link valid for 7 days.

Accepting an invite

The invited user clicks the link in the email and is taken to an accept page showing the workspace name and their role. They enter their name and choose a password. On submit, their account is created and they are logged in automatically.

Pending invites

Invites that haven't been accepted yet appear in the Pending invites table on the Team page with the expiry date. Click ✕ to cancel an invite before it is accepted. Re-inviting the same email cancels the previous pending invite automatically.

Changing a member's role

On the Team page, use the role dropdown next to any member to change their role instantly. Admins can only change Agent ↔ Light Agent. Only Owners can promote to Admin or Owner, or change another Owner's role. You cannot change your own role.

Removing a member

Click the trash icon next to a member and confirm. The removed user is immediately logged out and cannot access the workspace. Their tickets remain assigned to them in the helpdesk until reassigned. The last Owner cannot be removed.