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Account & team

Invite teammates and choose roles

Give each teammate the access they need for their work.

Chatrevia product guide

Follow these steps

Use the workspace and website that you intend to configure.

  • Open workspace Settings and find the team or members section.
  • Invite the teammate using their intended work email.
  • Choose an appropriate role. Owners and admins manage settings; other roles have a more limited workspace scope.
  • Ask the teammate to accept the invitation and verify that they can reach the conversations they need.

What to check

Review membership when responsibilities change. Do not share an owner account between teammates.

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