Growing your support team is one of the first things you'll do in TixTalk. When you invite someone, they receive an email invitation to set up their account, and you decide what they can see and do by assigning a role. This article walks you through inviting a teammate and picking the role that fits.
Invite a New Teammate
- Go to Team in the dashboard.
- Select Invite Team Member.
- Enter their email address, first name, and last name.
- (Optional) Assign them to a specific brand if you run more than one. Leave this blank to give them access across all brands.
- Choose a role (see the list below).
- Send the invitation.
Your teammate receives an email invitation to join your workspace. The link lets them set their own password and get started, and it expires after 24 hours. If it lapses, simply invite them again to send a fresh link.
Choose the Right Role
TixTalk has five roles. Choosing one pre-fills that person's permission checkboxes with a sensible default set, which you can adjust afterwards.
- Owner — the workspace creator, with every permission ticked.
- Admin — team and settings management, plus all tickets and chats. The "manage billing" box is left unticked.
- Team Lead — assigning and managing tickets and chats, responding to customers, and viewing reports.
- Agent — responding to tickets and live chats.
- Viewer — a read-only default set.
These roles describe intent, not enforcement. TixTalk does not yet check roles or permissions when someone uses the product, so every teammate who can sign in can reach every screen, including Team and Settings. Choose the role that documents what someone should do, and only invite people you trust with full access.
After the Invitation
- Once a teammate accepts and sets their password, they appear in your Team list.
- You can change someone's role at any time from their team member profile.
- To review the individual permission checkboxes, see Permission Checkboxes on a Team Member.
Removing a teammate takes them off the Team list but does not stop them signing in — their password and any open session still work. When someone leaves, ask Drip support to deactivate their user account as well. Their past conversations and tickets always stay intact.