Team & settings
Team & roles
Invite your whole team at no extra cost. Roles decide what each person can see and do, including a masked agent role that hides customer contact details.
Inviting people
Owners and admins go to Team, enter an email and a role, and generate an invite link (it expires in 7 days and can be revoked). The recipient accepts from /invitations or by opening the link, signing in, and choosing Accept.
Roles
| Role | Can do |
|---|---|
| Owner | The project creator. Full control; the only role that can change others’ roles. |
| Admin | Manage the team and settings; invite/remove members (not other admins or the owner). |
| Editor | Work leads, campaigns, and automations. |
| Viewer | Read-only access. |
| Agent (masked) | Reply to conversations in the Chat Hub only, with customer PII hidden. |
The masked agent role
An agent can read and reply to conversations, but every contact’s name, phone, email, and avatar are replaced by a reference code like CT-7K3M9. Message content stays visible so they can still help the customer; they search by the reference code. This is enforced server-side and by database rules, so PII never reaches their screen. Ideal for outsourced or large support teams.