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Invite users

Invite users when more people need to supervise work, manage knowledge, operate workflows, or handle customer conversations.

Invite a user​

  1. Open Admin.
  2. Go to Users.
  3. Choose Invite user.
  4. Enter the email address.
  5. Select the right role.
  6. Send the invitation.

Choose the right role​

  • Use admin access only for people who manage workspace settings, users, or security.
  • Use standard access for people who operate workflows or customer conversations.
  • Review access regularly as your team changes.