Inbox and team

Team

Invite the people who answer your chats, give each one a role and take access away when someone leaves.

Who can use it: Owner and Admin, or a custom role with "Invite, change and remove teammates and roles".

1. 1

   Step 1: Open "Team" in Settings

   The page lists everyone in the workspace with their role and their last sign-in. The line at the top shows how many of your plan's seats are used.

   Open Team

   

2. 2

   Step 2: Fill in "Invite a teammate"

   Type their "Name" and "Email", pick a "Role" (Agent unless you choose another) and press "Send invite". They get an email with a link to set their own password.

   You cannot give a role with more access than your own, and an email address that already has a MagizAI account cannot be invited.

3. 3

   Step 3: Press "Resend" on a pending invitation

   Invitations wait under "Pending invitations" for 14 days. "Resend" sends the email again, and "Revoke" withdraws it so the link stops working.

4. 4

   Step 4: Pick a new role in the "Role" column

   The change saves as soon as you pick it and says "Role updated.". The owner's role and your own cannot be changed here.

5. 5

   Step 5: Press "Remove" to take someone off the team

   After you confirm, they lose access to the workspace straight away, and their past replies stay in the inbox. The owner cannot be removed, and nobody can remove themselves.

6. 6

   Step 6: Open the link in the invitation email

   This is what the new teammate sees: "Join" with your workspace name, and the role they were invited as. They type their name and a password of at least 8 characters, press "Accept invitation" and land on Home, signed in.

   A link that expired or was already used shows "This invitation is not valid". Send them a new invitation.

   

Stuck on a step? Ask our team