Team members, roles, and departments
Owner vs admin vs agent, invitations, MFA requirements, and departments.
Roles
Role | Can do |
|---|---|
Owner | Everything including billing, delete workspace, security policy |
Admin | Settings, team, AI, channels, help center, billing (no owner-only destructive actions) |
Agent | Inbox, tickets, contacts, Copilot, write help articles |
Invite teammates
Configure → Team → Invite teammates — enter email, role, and optional departments. Invitations expire after seven days; resend from the Invitations tab.
Departments (Growth+)
Group agents under Sales, Billing, Support, etc. Use departments in Automations and AI handoff routing.
Require two-factor sign-in
Owners can enable Require two-factor sign-in so every teammate must set up an authenticator app or email codes.
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