Support is a team sport. Invite your teammates so conversations and tickets can be shared and assigned across your whole team.
Send an Invitation
- Go to Team in your dashboard.
- Select Invite Team Member and enter their email address, first name and last name.
- Choose a role for them (see below).
- If you run more than one brand, you can tie them to a single brand, or leave it blank for access to all of them.
- Send the invite. They receive an email with a link to set their password, valid for 24 hours.
Choose the Right Role
TixTalk has five roles. The role you pick sets the default permission checkboxes on that person's profile:
- Owner — the person who created the workspace.
- Admin — intended for managing the team and settings.
- Team Lead — intended for assigning and overseeing tickets and chats.
- Agent — intended for day-to-day support work.
- Viewer — intended as read-only access.
Warning
Roles and permissions are recorded but not enforced yet. Whichever role you choose, that person can reach every part of your workspace once they sign in, including Team and Settings. Only invite people you are happy to give full access to. See Permission Checkboxes on a Team Member.
What's Next
With your team in place, decide how customers reach you — the chat widget, a ticket submission form, or email forwarded to a brand's inbound address — and start handling conversations from your inbox.