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Only the workspace Owner can manage members. Go to Settings → Members.

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Invite someone

1

Fill in the invite

Under Invite, enter their Email and choose a Role. For Members and Client viewers, you can also set a Client scope. See Roles and permissions.
2

Send it

Click Send invitation. The invite is emailed to them, and a link is also shown for you to copy. If email isn’t set up for the workspace, copy the link and send it yourself.
Invitations are valid for 7 days. Under Pending invitations you can copy the link again, Resend it (which adds another 7 days), or delete it.

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Accepting an invitation

The person opens the link and sees Join with their role. They must be signed in with the same email the invitation was sent to. If they’re signed in with a different address, they’re asked to sign out first. After they click Accept invitation, they’re switched to the new workspace. An expired link asks them to request a new one.

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Managing members

The members table lets you change each person’s:
  • Role
  • Client scope: for Members and Client viewers. An empty scope means all clients.
  • Can reply: whether they can send messages from the Inbox. On by default.
You can’t change your own role or remove yourself. Removing a member cuts off their access immediately. Conversations assigned to them stay assigned until you reassign them.