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All collections👥 Workspace & Team Management📨 Inviting Team Members

📨 Inviting Team Members

How to add users to your workspace one at a time or in bulk.

Inviting one person:

  1. Go to Settings → Team Members

  2. Click Invite Users

  3. Enter their email address

  4. Select their role — Admin, Manager, or Technician

  5. Select their seat type — chat or chat + recording

  6. Click Send Invite

  7. They receive an email with a link to join

What happens after the invite is sent:
The invited user appears in your team list with a Pending Invitation status. Once they accept and create their account, their status changes to Active and they can start using CxC immediately.

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