Team members and roles

Invite your team so they can answer handed-off chats, work tickets and follow up leads. Go to Settings → Team.

Invite a teammate

Click Invite Member.
Enter their Full Name and Email Address, and choose a Role: Agent or Admin. Click Add another user to invite several people at once.
Click Send Invites.

Each person gets an email with a link to sign in. They then appear under Team Members with their role, capacity and status. Your plan sets how many people can be in the workspace, you included: 11 on the Pro plan (including the trial), and 2 on the Shopify app’s Free plan. When you reach it, you see Team Limit Reached.

What each role can do

	Owner	Admin	Agent
Inbox: answer and take over chats	Yes	Yes	Yes
Tickets: view and reply	Yes	Yes	Yes
Leads and customers	Full access	Full access	View every lead; work their own or unassigned ones
AI Agent, Data Sources, Automate, Integrations	Yes	Yes	No
Invite teammates	Yes	Yes	No
Tags in Settings	Yes	Yes	No
Billing & Usage	Yes	No	No
Delete the workspace	Yes	No	No

The owner is the person who created the workspace.

Customer details are hidden from Agents

Teammates with the Agent role see customers’ contact details masked: email addresses, phone numbers, names and addresses show as [Private]. They can still read and answer the conversation. Owners and admins see everything.