Inviting agents and understanding roles

Go to Settings -> Team to invite your colleagues. Enter their email address, pick a role and send the invitation. They receive a link, create a password and land directly in your workspace.

There are three roles:

• Owner: the person who created the workspace. Full access, including billing and plan changes.
• Admin: everything except ownership transfer. Can manage the team, channels, knowledge base and settings.
• Agent: works tickets, chats and articles, but does not manage billing.

The number of agents you can invite depends on your plan and any agent add-ons you purchased. If the invite button is blocked, you have reached your agent limit; buy an agent pack in Settings -> Billing.