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How-to guideWorkspace

Invite a member

Add a teammate to your workspace and choose what they can do.

2 minutesOwners and adminsUpdated

Before you start

Section titled “Before you start”
  • Owner or admin role in Soosh

Add the member

Section titled “Add the member”
  1. Go to Settings > Members and click Add member.
  2. Enter their Full name and Email.
  3. In Role, choose what they’ll do:
    • Agent: answers chats and calls.
    • Manager: also runs templates, campaigns and the chatbot.
    • Admin: also manages members, roles and settings. Only the workspace owner manages billing.
  4. Click Add.

Your workspace may also have roles your admins created; they’re in the same list.

Result

Section titled “Result”

They get an email with a link to set their own password. Until they use it, their row says Password setup pending. To send the email again, open their row and click Resend setup email.

Section titled “Related”