Use Users → Invite agent, enter the teammate’s email, and review the workspace role and page access before sending the secure invitation link.
Before you begin
You need Users administration permission. Confirm the recipient address and the intended workspace role before sending an invitation.
Step by step
- Open Users, where the page is titled Support Agents.
- Select Invite agent and enter the Agent email address.
- Review Workspace role and the associated page access. The dialog exposes sections such as Chat, Tickets, Analytics, Docs Site, and Settings; Home access is included automatically.
- Select Send invitation only after confirming the recipient and access. The app states that the email contains a secure account-creation link, not credentials.
- Review the agent’s account and role in the Users list after they complete the invitation process.
What to check
The intended teammate receives the invitation with the appropriate workspace access. Do not share another agent’s password to speed up onboarding.
Need to troubleshoot?
The invitation is not received
Check the address, mailbox filtering, and workspace email configuration before resending.
A teammate cannot open a section
Review their assigned role/page access with an administrator; an invitation alone does not imply administrator rights.