Team: invites, roles, 2FA

Invite people

Team members → Invite: an invite link is created. The person opens it, signs in (or registers) — and lands in the project.

A link can be configured with:

• Role on join — the role the newcomer gets (can be “no role”, assigned later);
• Expiry (days) — when the link goes stale (or never);
• Uses — how many people it admits.

Active invites are listed and any can be revoked — the link stops working. The number of operators per project is limited by your plan: a full project tells the invitee honestly.

Roles and permissions

The Roles section ships five system presets: Observer, Trainee, Operator, Supervisor, Administrator. System roles can't be edited — hit Clone to get your own editable copy.

Permissions are grouped checkboxes: Chats (work the inbox, change statuses, take over and reassign tickets), Customers, Content, Team, Analytics, Shopify actions, Automation. Each group has “Select all” / “Clear all”.

A member's role is changed right in the Team members list. The project owner always has full access.

Two-factor authentication

Each member enables 2FA for themselves: Settings → Security. One-time codes come from any TOTP app (Google Authenticator, 1Password, …). We recommend it for everyone with admin permissions.

Practical defaults

• A newcomer gets Trainee — reads and learns without closing other people's tickets.
• One Administrator per project is plenty; others do fine as Operator/Supervisor.
• Who changed what is always visible in the audit log.