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At the end of this page, your members have organization access with the right roles, and your human agents hold live-chat seats.

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Before you start

Before you start, sign in to the dashboard and select the organization you want to work in.
  • You need the Admin role. Member management, Roles & access, and Livechat seats are admin-only.
The Free plan allows one member and hides the invite button on the Members page. A card offers Upgrade to invite when you can manage billing. Otherwise it tells you to ask your billing admin to upgrade.

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Where team management lives

Open Settings and select Organization under the Workspace heading. This page holds your member list and invitations. Admins also see two extra pages here: Roles & access and Livechat seats.

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Pick the right role

Before you invite someone, open Roles & access to compare the five roles. See Organizations and members for what each role grants.

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Invite members

1

Open organization settings

Open Settings, then select Organization under Workspace.
2

Send an invitation

On the Members page, select the invite button. Enter the member’s email address, choose a role, and send the invitation.
The invitation appears under Invitations with the role you chose.
3

Adjust roles later if needed

Change a member’s role from the Members page at any time.

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Grant live-chat seats

A seat lets a person reply to end users. Only Admins and Members can hold seats. Viewer, Billing and Auditor roles cannot. Admins, Members and Auditors can read permitted conversations without a seat. Direct replies require a seat. Members manage conversations within their assigned teams and inboxes.
1

Open the seat page

In Organization settings, select Livechat seats.
2

Check the seat counts

The stats card shows Included in plan, Purchased, Assigned, and Available seats.The page header carries Buy seats, or Upgrade on the Free plan. That control is absent unless you can manage billing.
3

Find the member

Use the Search members by name or email field. You can also filter by Role, or by Seated and Not seated in the Seat filter.
4

Turn on the Seat toggle

Flip the switch in the Seat column of the member’s row.
A “Seat assigned” message appears, and the Status column shows Seated.
To seat several members at once, tick their checkboxes. A bar appears at the bottom with bulk assign and remove actions.

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Verify

Ask the invited member to sign in. The member appears in the seat table with their role and seat status. A member with a seat can open the inbox and reply to end users.

Organizations and members

How organizations, members, roles, and plans fit together.

Roles and permissions

The five roles and the capabilities each role grants.

Live-chat seats

Buy seats, assign them to members, and read the seat counts.

Live chat overview and seats

What a seat grants compared with an organization role.