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Invite team member

You can invite new members and assign different roles to your organization so they can co-manage it with you.

Follow these step-by-step instructions to invite members to your organization:

Step 1: Go to your account Settings.

Step 2: Go to the Member section and click on the Invite Members button.

Step 3: Enter the email address of the person you want to add to your team.

Step 4: Assign a role to that member. There are three roles available in ChativeIO right now: admin, agent, and automation agent. Find out the difference between these roles here.

Step 5: Click the Invite button.

invite team member

Members Status

Once you invite your teammates, there will be three types of status, which are:

  • Invited: This teammate hasn't had a ChativeIO account. ChativeIO will send your teammate an email invitation to ask them to join your organization. You can resend the invitation or revoke the invitation by clicking on the "⋮" icon.
  • Active: This teammate already has an account in the ChativeIO system. You can view this teammate assigned conversationsperformancechange this member role or Suspend member by clicking on the "" icon.
  • Suspended: This member has been suspended and they no longer have access to your organization. By clicking on the "⋮" icon, you can change this member role or activate it again.