How do I invite a teammate?
To Invite a Teammate#
Go to your dashboard and select Settings >Teammates and Groups.
Click Invite Teammate.
Enter the requested details:
Email: The email address the agent uses to log into the dashboard.
Role: The Role assigned to the agent. You can choose between: Agent and Administrator. More info here Understanding default roles
Access the Edit Profile page#
The owner and the administrators can access to the Teammate profile following these steps:
Go to your dashboard and select Settings > Teammates and Groups.
Click the Edit Profile button and a new page opens.
Enter the requested details:
First Name: The agent’s name.
Email: The email address the agent uses to log into the dashboard.
Role: The role assigned to the agent.
State: “Available” if the agent is working and can serve the conversations; “Unavailable” if the agent is unavailable.
Having trouble inviting your teammates? Give us a shout on [email protected]
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