- Enter the person's email in Invite email.
- Choose the Role ceiling: Agent or Admin.
- Select Create invite and copy the One-time invite link. It is shown only once.
- Send the link to the person through a channel you trust.
The role ceiling is a maximum: an invite can never give more access than its ceiling, even if the person already has a higher role. Revoke an unused invite with Revoke in the invite list.
Roles:
| Role | Can do |
|---|---|
| Agent | Work conversations, contacts and tags; manage own sessions and timezone |
| Admin | Everything an agent can, plus invites, all sessions and the workspace timezone |
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