Help centerAdminDecision maker

Invite the team and pick the right role

Admin, support, developer, and marketing presets keep desk work separated from billing and product setup.

Members are invited under Settings › Members. Each person should use their own account so handoff messages, audit trails, and presence show the right identity. Roles are presets you can tighten with custom permissions when needed.

Preset roles

  • Admin: full workspace setup, billing, members, and product configuration
  • Support: day-to-day desk (sessions, handoffs, CRM collaboration)
  • Developer: API keys, webhooks, integration-oriented surfaces
  • Marketing: CRM and reports-oriented access without session takeover (traffic / growth view)

Invite flow

  1. Choose role before send

    Pick the least privilege that still lets the person do their job. You can raise access later more safely than cleaning up after a wide invite.

  2. Send the invite email

    They accept with their own login (password or Google, depending on your workspace auth). Individual logins make handoff claims clear.

  3. Confirm first login

    Have them open Sessions (or their main surface) once so presence and name display are validated before peak hours.

Suggested mapping

  1. Founders / ops leads → Admin (at least two people)
  2. Frontline chat coverage → Support
  3. Ads / performance analysts → Marketing
  4. Integrators building outbound webhooks → Developer
  • Individual logins for handoff work (skip shared team@ accounts)
  • At least one backup admin
  • Offboarded people revoked the same day they leave