How to manage my team?

Click on Settings > General and you will find Team. Please keep in mind that team settings are only available for business plan users.

Add member

You can click on add member, provide an email address for your team member and assign a role.

This role could be an Admin, Agent or a Custom role.

If you choose custom, you will have granular control on which access you will provide to a particular team member.

Send invite

Once you click on send invite, your team members will receive an email inviting them to your help.center.

Note

• You always have the liberty to change the role of a team member or delete them.

• Owner role is reserved for the person who created the help.center. Owner and admin role are the same in terms of privileges however there can only be one owner. You cannot assign an owner role to any other team member.