Admin6 min readUpdated May 5, 2026
Team and permissions
Invite teammates, assign roles, and keep sensitive workspace controls limited.
Keep team access simple. Admins configure the workspace. Agents handle customer conversations and customer context.
| Role | Best use | Access |
|---|---|---|
| Admin | Founder, support lead, workspace owner | Billing, channels, widget, knowledge, team, analytics, and actions. |
| Agent | Support teammate | Inbox, assigned conversations, customer context, notes, and allowed workflows. |
Team workflow
- Invite team after widget, knowledge, channels, and billing are configured.
- Use assignment and saved views to separate workload.
- Use notifications so agents notice assigned conversations and SLA risk.