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Adding someone

In Team, tap Add person, enter their email, pick the role and tap Invite. They get an email with a link to sign in.

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Roles

Only the owner can make someone an admin.

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Teams

Teams split conversations among different people: for example, Sales and Support. Without teams, everyone sees every conversation.
  1. In Team → Teams, tap New team, name it and pick its People. A person can be in several.
  2. In Channels, pick each channel’s Receiving team.
From then on, that channel’s new conversations belong to that team:
  • Operators and viewers see their teams’ conversations, those with no team and the ones they took.
  • Supervisors, admins and the owner see them all.
A conversation can be moved to another team from the conversation itself: see Inbox. If you delete a team, its open conversations are left without a team (everyone sees them) and its channels stop sending it conversations.

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Removing someone

Remove on their row. They can no longer sign in to this space; the conversations they had taken go back to the queue.