Invite your team and choose roles
Invite people by email, decide whether they are agents or admins, change roles and remove people.
Everyone who answers chats needs their own place in your workspace. You invite them by email, and they join with their own TicAte account.
Inviting people and changing roles needs the owner or admin role.
Roles
- Agent: answers chats, reaches out to visitors, and sees live visitors, analytics and contacts. Uses saved replies but cannot change them.
- Admin: everything an agent does, plus websites and their settings, the team, saved replies, the TicAte CRM connection, and API keys and webhooks.
- Owner: the person the workspace belongs to, with everything an admin can do.
Invite someone
- Open Settings and click Team.
- Under Invite a teammate, type their Email.
- Choose a Role: Agent or Admin.
- Click Send invite.
They get an email with a link to join. They sign in, or create a TicAte account, with that same email address. See Sign in with your TicAte account.
Change a role or remove someone
Under Members, use the list beside a person to switch between Agent and Admin, or click Remove to take them out of the workspace. The replies they wrote stay in your conversations.