Users on the subscription billing plan can access multi-login support, which lets them add multiple logins with different roles to a workspace. This feature is intended for organizations where several team members need to oversee flows, campaigns, scheduled broadcasts, live chats and contacts, or routinely export information from the workspace.

To add logins to your workspace, first go to your workspace settings by clicking the settings icon at the bottom of the left column:

Then click Invitations:

Click New at the top right to send an invitation to a new user. In the New Invitation window, enter your teammate's email address and select their Role.

Account Roles

Editors

Editors can edit flows, campaigns, triggers and contacts; send messages; start flows; export contacts and messages; and import and export flows. Editors cannot change workspace settings, which includes managing account roles and changing language or timezone settings.

Administrators

In addition to editing privileges, administrators can make the workspace settings changes mentioned above. They have access to all parts of the workspace.

Agents

Agents can only view and reply to tickets (live chats).

The invitee will receive an email with a link that lets them create a password for the workspace. Pending invitations stay on the Invitations page and move to the Users page once they are accepted.

To cancel a pending invitation, click the trash icon at the far end of its row.

Manage existing logins and their roles

Go to the Users page.

1. If your workspace has many users, type a name or email address in the search bar to find a user and their details.
2. To change a user's role, click their name or email, update the role and click Save.
3. To remove a user's access to the workspace, click the trash icon at the far end of their row.

Note that administrators of the workspace will receive an email confirmation when a new user accepts an invitation to join the workspace.

Questions? Send us a message via the support widget in the bottom right corner of your browser.