Settings and team
Invite your team
Add teammates, give each one a role and decide what they can see.
Transcript
In this video, you'll invite a teammate to your workspace. In Settings, find Team. Everyone who can sign in to your workspace is listed here. Type your teammate's email, and choose a role. Agent can reply to customers. Admin can run the workspace. Click Invite. Fliok emails them a link. They show as Invited until they sign in and accept. The invite holds one seat on your plan. Click Restrictions to take away anything this person should not see or do. Each switch removes one thing from what their role allows, in this workspace only. For more short guides, look for the Watch how button at the top of the page.