Set up
Team
Invite colleagues, give them a role, and make teams.
Team is where you choose who can do what. Your organisation's name and how your emails look to customers are on Organisation.
Invite someone
- Click Invite someone.
- Type their email and choose a role.
- Click Create invitation. Chatty emails the invitation. If email is not set up, copy the link and send it yourself.
The link works once and expires in 7 days. Until the person joins, the invitation shows under Invitations, where you can Withdraw it.
Roles
- Owner: everything, including billing and renaming the organisation.
- Admin: sets up channels, knowledge, skills and the team, and sees plan, usage and activity.
- Responder: works the Inbox, Tickets and Leads.
- Member: can look but not change.
Change someone's role in the People list.
Groups
A group is a team of people, such as "Billing support". Make one with New group and choose its members. A ticket can then be assigned to the group, not only to one person.
Workspaces
Workspaces have their own screen: Workspaces, under Set up.
Who can use it
Admins and owners.