Invite your team and assign roles

Add the people who will answer customer messages with you. Each teammate gets a role that controls what they can see and change.

Before you begin

You need to be an Admin to invite members or change roles.

Invite people

Sign in at app.connectbetter.co.
Go to Settings → Members.
Select Invite member.
Enter one or more email addresses. You can paste several at once, separated by spaces or commas.
Send the invitations.

Each person receives an email with a link to join your workspace. New members join with the Agent role — you can change it any time after they accept.

Roles

Role	What they can do
Admin	Full access: connect channels, invite and remove members, configure rules and settings, and work the inbox.
Agent	Work the shared inbox — reply to, claim, assign, and resolve conversations.
Viewer	Read-only access to conversations.

To change someone's role, open the menu next to their name in Settings → Members and pick a new role.

Manage pending invitations

Invitations that haven't been accepted yet appear at the top of the Members list with their expiry date. Use the menu next to an invitation to:

Resend the invitation email.
Revoke it if it was sent by mistake.

Good to know

Every member's two-factor authentication status is shown next to their name, so you can see at a glance who has it enabled.
You can't remove yourself, and a workspace must always keep at least one admin — so the last admin can't be removed or demoted.

Need help?

Questions about roles or access? Email help@connectbetter.co.