Admin
Manage your team — invite, edit and remove agents
Add teammates, set their role and department, reset passwords, set profile photos, and remove people safely.
Admin
Manage your team — invite, edit and remove agents
Admin → Team & Roles is where you manage everyone who can sign in. It's gated to admins and owners, and every change is written to the audit log.
Invite a teammate
- Click Invite teammate.
- Fill in their name, email, role and (optionally) department, title, phone and a profile photo.
- Leave the password blank to auto-generate a temporary one — it's shown once so you can copy it and share it securely. The member can change it from their profile.
Edit a member
Click the pencil on any row to change their name, title, email, role, department or avatar. To reset a password, type a new one in the Reset password field (leave blank to keep the current one).
Roles
| Role | Can do |
|---|---|
| Owner | Everything, including billing and ownership |
| Admin | The admin area + team management |
| Agent | Work tickets — reply, assign, resolve |
| Viewer | Read-only access to tickets and reports |
Remove a member
Click the trash icon and confirm. Their open tickets are returned to the queue so nothing is orphaned.
Guardrails
- You can't remove or demote your own account, or the last owner — this prevents locking everyone out.
- Password resets and removals are audit-logged with who did it.
More in Admin
Monitor health with Observability
See live system health, service checks and operational metrics — and wire up an uptime monitor.
Protect agents with two-factor authentication (2FA)
Add a time-based one-time code to agent sign-in, with recovery codes — no third-party service required.
Run multiple brands from one workspace
Support several brands from a single account — each with its own identity, departments, queues and inbound email.
Back up & restore your workspace
Automatic daily backups — encrypted, verified and mirrored off-site — plus one-click restore.
Compliance, certifications & audit evidence
Track SOC 2, ISO 27001, GDPR and more from one module — controls, evidence and readiness.