Invite your team

Support is a team sport. Invite the people who will answer tickets, and the colleagues who only need to read and add notes.

Invite people

1. Open Admin Center, People, Team members.
2. Choose Invite people.
3. Enter the Email, pick the Role (Agent or Admin) and, for agents, the Permissions role, for example Agent (default) or Light agent.
4. Tick the Groups the person belongs to (for example Billing or Returns) and choose Send invitation.

The invitee gets an email with a link to choose their name and password. The link works once and expires after 7 days. Pending invitations are listed under Invitations with their status, where you can Resend them (a new link and a fresh 7 days) or Revoke them.

If your workspace limits invitations to your own email domains, under Admin Center, Security & compliance, Security policies, an address outside them is refused.

During setup you can also invite several people at once from the Invite your team step.

Choose the right role

Role	Can do
Agent	Answer tickets and chats, use macros and views
Light agent	See the tickets of their groups, add internal notes and open reports; cannot reply publicly, edit tickets or be assigned. Free, never a seat
Admin	Everything, including the Admin Center

Custom roles with fine-grained permissions are available on Pro and Enterprise. See roles.

Each full agent and admin takes a paid seat. If every paid seat is in use, ChaosDesk buys one more when you invite them and charges the prorated price, unless an admin has set the seat policy to ask first or to refuse. Light agents are free, but the Free plan has none and Starter allows 5. See add or remove seats and light agents.

Related

• Roles and permissions
• Light agents
• Add or remove seats