Invite your team, and what each role can do
Each teammate gets their own sign-in, and their role decides what they can open. Every person you invite takes one of your plan's seats.
Before you start
- Owner: everything, including billing and deleting the workspace. Only the owner can change someone's role.
- Admin: everything except billing and deleting the workspace.
- Supervisor: watches the Inbox, Analytics and calls, with no settings.
- Operator: handles conversations only.
Steps
Open Settings ▸ Team.
Press Invite teammate.
Type their Name and Email.
Pick a Role: Operator, Supervisor or Admin. What the role can do shows under the box.
To put them in a team straight away, pick one under Add to team (optional).
Check the Seats used line, then press Send invitation.
Ask them to open the email from Chattoko and press Set password & sign in.
Check it worked
Their row in Settings ▸ Team shows Invite pending until they sign in for the first time, then their status.
If it didn't work
- "All seats on your plan are in use."
- Upgrade your plan in Settings ▸ Billing & Plans, or open a teammate who no longer needs access and press Deactivate to free their seat.
- They didn't get the email, or the link stopped working.
- Ask them to check their spam folder for an email from Chattoko. Then invite them again with the same email: it sends a new one, even when all your seats are in use.
- "This email is already bound to a different Chattoko workspace."
- That address already signs in to another workspace. Invite them with a different email address.
Related
Updated