Invite team members
Add your salespeople and choose what they can see.
In Salescom: Settings > Team members
- Go to Settings > Team members.
- Press Add and enter their name and email.
- Choose a role:
- Administrator: sees everything and can change settings.
- Agent: sees chats in the inboxes they belong to.
- Choose their inboxes. All inboxes are ticked by default.
- Send the invite. They get an email to set their password.
If a team member isn't in any inbox, the list shows "Not in any inbox", because they won't get chats.