Workspace invite users

You add users to your Workspace and assign them specific roles. You ensure that each user has the appropriate level of access and responsibilities within the Workspace.

Active Members

Active members are users who accepted the invitation for the role assigned to them and completed their registration.

You see a list of all active users in the Active Members table. For each user, you see the following information:

• Name — The full name of the user.
• Email — The email address of the user.
• Phone Number — The user's phone number.
• Role — The assigned roles for the user within the Workspace. You assign multiple roles to a single user.

  Role	Permissions	Platform access
  Administrator	Manage services, users, contacts, settings, broadcasts, and automations. Administrators have unrestricted access to system sections, features, and configuration options.	Communications Platform and Live Chat
  Operator	Perform operational tasks. Operators cannot manage user accounts or access Settings.	Communications Platform
  Viewer	View broadcast data, automation data, and dashboards. Viewers cannot create, edit, delete, or share broadcasts or automations.	Communications Platform
  Agent	Handle real-time customer interactions and conversations in Live Chat.	Live Chat

Pending Members

You see all pending invitations that have been sent but not yet accepted in the Pending Members table.

For each pending user, you see the following information:

• Name — The full name of the user.
• Email — The email address of the user.
• Phone Number — The user's phone number.
• Role — The assigned roles for the user within the Workspace. You assign multiple roles to a single user.

  Role	Permissions	Platform access
  Administrator	Manage services, users, contacts, settings, broadcasts, and automations. Administrators have unrestricted access to system sections, features, and configuration options.	Communications Platform and Live Chat
  Operator	Perform operational tasks. Operators cannot manage user accounts or access Settings.	Communications Platform
  Viewer	View broadcast data, automation data, and dashboards. Viewers cannot create, edit, delete, or share broadcasts or automations.	Communications Platform
  Agent	Handle real-time customer interactions and conversations in Live Chat.	Live Chat

• Link — Registration link.
• Date — The date when the invitation was sent.
• Actions:
  • Delete — You select the Trash bin icon to cancel the invitation to the Workspace.

Invite User

You add a new user by following these steps:

1. Select the Invite User button on the right side of the Active Members section.

   

2. Complete the following fields in the Invite Users pop-up:

   
   • Name — Enter the full name of the user.
   • Email — Provide the email address of the user.
   • Phone Number — Enter the user's phone number.
   • Role — Select the appropriate role from the Role dropdown menu. The available roles are:

     Role	Permissions	Platform access
     Administrator	Manage services, users, contacts, settings, broadcasts, and automations. Administrators have unrestricted access to system sections, features, and configuration options.	Communications Platform and Live Chat
     Operator	Perform operational tasks. Operators cannot manage user accounts or access Settings.	Communications Platform
     Viewer	View broadcast data, automation data, and dashboards. Viewers cannot create, edit, delete, or share broadcasts or automations.	Communications Platform
     Agent	Handle real-time customer interactions and conversations in Live Chat.	Live Chat

3. Add More (Optional) — If you need to invite multiple users at once, select the Add More button to include additional user details.

4. Send Invitation — After filling in all the necessary details, select the Send button to invite the user to the Workspace.

   Invited users receive an email indicating that they were assigned a role in the Workspace. For example:
   

   

   If the user account does not yet exist on the platform, the Go to Workspace link takes the user to the registration form.

   

   You add new members to your Workspace and assign them the appropriate roles through these steps. Each member receives the correct level of access for their assigned role.