Users & Roles
Invite users and assign roles with the right permissions
Reading time: 2 minutes
Users & Roles
Invite teammates to the workspace and control access with roles.
Users list
/docs/en/workspace/team/users.png
What you can do
- Invite or create users (agents / staff)
- Assign a role (permission set)
- Assign a department when your org uses departments
- Edit or deactivate users according to your plan and permissions
Invite or add a user
- Open Users from the sidebar or Settings Account → Team → Users
- Click Create / Invite (invite modal when shown)
- Enter name, email, and other required fields
- Select a role
- Optionally assign a department (team group)
- Save / send invitation
Screen source: admin/users (also embedded in Account Settings → Team → Users). Roles live under admin/users/roles, departments under admin/users/team_groups.
Manage roles
- Open Roles
- Create a role or edit an existing one
- Enable only the permissions that role needs (inbox, campaigns, contacts, settings, …)
- Save
- Assign the role to users
Give admin-level permissions only to trusted owners. Over-permissioned roles increase risk.
Roles and permissions
/docs/en/workspace/team/roles.png
Tips
- Create roles by job function (Agent, Supervisor, Marketing)
- Review roles when someone changes responsibilities
- Pair roles with Departments for clearer assignment in chat