Team Management

Team Management Invite team members to your account and control exactly what they can see and do. Whether you have a support agent who only needs access to chats or a marketing manager who runs campaigns, you can set the right level of access for each person. Accessing Team Management How to get there: Settings → Workspace group → Team . Open Settings near the bottom of the left sidebar, then click Team in the Settings menu. On a phone, tap the menu icon ( ☰ ) first. The Team section shows your current member list (with the account owner always pinned to the top) and, once you have any pending invitations, a separate Invites list below it. How It Works Team management lets you: Invite people to join your account via email Assign roles (Admin, Editor, or Viewer) to set a baseline level of access Fine-tune permissions per member — open a member's Permissions editor to change their access to any of the 13 areas individually (see Customizing Permissions ) Hide who the customer is — mask every phone number, email and handle for a member who should answer chats but never leave with the customer list (see Hiding Customer Contact Details from a Member ) Limit someone to their own chats — the same editor can narrow a member to the conversations and contacts assigned to them (see Limiting a Member to Their Own Chats ) Limit someone to certain agents, channels or departments — split the team by area rather than by workload (see Limiting a Member to Certain Agents or Channels ) Group the