Invite an agent to your workspace

1. Go to Settings → Agents & Teams and click Invite Agent.
2. Enter the agent's Name and Email. If they don't have an email address, tick This person doesn't have an email address to give them a username instead.
3. Choose a Role: Admin, Manager, Super Agent, Agent or Contributor.
4. Click Send Invitation.

The agent receives an email with a link to set their password. The Agents table on the same page lists everyone in your workspace with their role, status and last login.

Tip: give day-to-day support staff the Agent role and keep Admin for the people who manage settings.