Inviting Teammates

Inviting teammates lets you bring your colleagues into your Resool workspace so they can answer conversations, work on tickets and deals, and collaborate in one shared inbox. You invite people by email, choose their role and teams up front, and manage everyone from the Members page: change roles, move people between teams, suspend access or remove someone who has left.

#Before you begin

• You need the Invite people permission to send invitations, and Change roles, suspend and remove members to manage existing members. Both are included in the built-in Owner, Admin and Manager roles.
• Only an Owner can invite someone as an Owner or change an Owner's role.
• Create your teams first if you want to add people to them while inviting. See Teams.

#How to invite people

1. Go to Settings › Members.
2. Click Invite people.
3. In Email addresses, type an address and press Enter. Repeat for each person. You can invite up to 50 people at once.
4. Choose a Role. Everyone in this invitation gets the same role.
5. Optionally, choose one or more Teams. This field appears once your workspace has at least one team.
6. Click Send invitations.

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Settings › Members › Invite people

The "Invite people" dialog with three email chips in Email addresses, Role set to Agent, Teams set to "Support" and "Sales", and the Send invitations button.

File: screenshots/inviting-teammates-dialog.png

Each person gets an email with a link to join. If someone is already a member, Resool skips them and tells you how many were skipped. Invited people follow the steps in Joining a Workspace from an Invitation.

#How to see and revoke pending invitations

1. Go to Settings › Members.
2. Open the Pending invitations tab. You see each invited Email, the Role and when the invitation Expires.
3. To cancel an invitation, click Revoke. The link in the email stops working.

Invitations expire after 7 days. To invite someone whose invitation expired, send a new invitation.

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Settings › Members › Pending invitations tab

The Pending invitations tab with two rows (email, role, expiry date) and the Revoke button on each row.

File: screenshots/inviting-teammates-pending.png

#How to manage members

The Members tab lists everyone in the workspace with their Name, Role, Teams and the date they Joined. Use Search members to find someone.

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Settings › Members › Members tab

The members table with five people, the Role dropdown open on one row (Owner, Admin, Manager, Agent, Viewer and a custom role), one member marked "Suspended", and the ⋯ menu open showing Edit teams, Suspend access and Remove.

File: screenshots/inviting-teammates-members-list.png

#Change a member's role

Click the role in the member's row and pick a new one. The change applies straight away.

#Change a member's teams

Click ⋯ in the member's row, choose Edit teams, select the teams and click Save changes.

#Suspend or reactivate a member

Click ⋯ and choose Suspend access. The person can no longer open the workspace, and their row shows Suspended. Their conversations, notes and history stay. To give access back, choose Reactivate.

#Remove a member

Click ⋯, choose Remove, and confirm. They lose access to the workspace immediately. Their past work stays.

#Notes and limitations

• You can't change your own role or remove yourself from this page.
• A workspace must always keep at least one active Owner, so the last Owner can't be suspended, removed or given another role.
• Up to 50 email addresses per invitation; invitations are valid for 7 days.
• Member changes (invitations, role changes, suspensions and removals) are recorded in the Audit log.

#FAQ and troubleshooting

#The person didn't receive the invitation email. What can I do?

• Ask them to check their spam or promotions folder.
• Check the address on the Pending invitations tab. If it's wrong, Revoke it and invite the correct address.
• If the invitation expired, send a new one.

#What's the difference between suspending and removing a member?

Suspending blocks access but keeps the person in the members list so you can Reactivate them later. Removing takes them out of the workspace. In both cases their past work stays, and neither counts as a seat.

#Why don't I see the Owner role when inviting?

Only Owners can invite people as Owners or change an Owner's role.

#Can I invite someone who already uses Resool in another workspace?

Yes. They accept the invitation with their existing account and can then switch between workspaces.

#What's next?

• Teams
• Roles and Permissions
• Joining a Workspace from an Invitation
• Assigning Conversations