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Open Workspace settings → Members to search your team, view invitations, and see each member’s role. Owners manage membership. Members and Viewers can read this page; Support Associates have access to Helpdesk only.

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Roles

Only Owners and Members can manage Helpdesk macros and shared views or run Stripe actions through Chat as user. Support Associates can insert existing macros into replies and notes, but cannot create or change them. Viewers can read automated tests and their results, but cannot create, edit, or run those tests. Real-time monitoring follows these roles too. A key can monitor conversations only while the person who created it is an Owner or Member, so replace a key when its creator leaves or changes role. Role changes and revoked membership take effect on the next server request. Custom roles and access limited to specific agents are not available yet.

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Invite teammates

  1. As an Owner, choose Invite members.
  2. Enter each email address and choose its role. Use Add member for more rows.
  3. Choose Send invitations.
Invitation emails display the workspace image when one is set. Owners can upload or change it in General settings before sending invitations. You can send up to 50 invitations at once, within the workspace’s member allowance. Free includes one member, Hobby two, Standard three, and Pro five. Pending invitations also reserve seats. Review capacity in Workspace settings → Plans. An address already on the team or with a pending invitation cannot be invited again through this form. If some invitations fail, the form keeps those addresses so you can retry them without resending successful invitations. Invitation links expire after 24 hours. In the invitations list, choose Resend invitation to replace the link, or Revoke invitation to withdraw it. Resending keeps the assigned role and makes the old link invalid.

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Accept an invitation

Open the invitation and sign in or create an account using the invited email address. Choose Accept invitation to enter the workspace. If you already belong to it, choose Open workspace. Invited teammates join without having to create another agent, even if the workspace has no agents yet. If no invitation appears, check the signed-in email address. Ask an Owner to resend an expired or revoked invitation.

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Change a role or remove a member

As an Owner, open the member’s actions menu and choose Change role or Remove member. Removing someone ends their access to the workspace and its agents. Your own row offers Leave workspace. The primary owner cannot leave, be removed, or have their role changed until primary ownership has been transferred.

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Transfer primary ownership

The primary owner opens another Owner’s actions menu, chooses Transfer primary ownership, and confirms. If the recipient has another role, make them an Owner first. The previous primary owner remains an Owner after the transfer. Only the primary owner can transfer primary ownership or delete the workspace.
Last modified on November 1, 2026