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Documentation Index

Fetch the complete documentation index at: https://docs.getinteract.com/llms.txt

Use this file to discover all available pages before exploring further.

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Overview

The Members page shows everyone who currently has access to your Interact workspace. From here you can invite new team members and see their roles and group assignments. Go to Settings → Members to manage your team.

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Member list

The member table shows:
ColumnDescription
Name / EmailThe member’s name and email address
RoleTheir permission level in the organization
GroupsWhich user groups they belong to
Last loginWhen they last signed in
Member sinceWhen they joined the organization

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Roles

Every member has one of two roles:
RoleWhat they can do
UserAccess agents, run chats, view reports. Cannot change settings.
AdminEverything a User can do, plus manage settings, invite members, create connectors and notification channels.
Assign roles based on what each person needs to do — most team members will be Users.

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Inviting a member

1

Click Invite member

On the Members page, click the Invite member button in the top right.
2

Enter their email address

Type the email address of the person you want to invite.
3

Select a role

Choose User or Admin depending on what access level they need.
4

Send the invite

Click Send invite. If the person already has an Interact account, they are added immediately. If not, they receive an email invitation to create their account.
Only Admins can invite new members.

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Removing a member

To remove someone from your organization, click their name in the member list and select Remove from organization. Their access is revoked immediately. Removing a member does not delete their account — they will simply no longer be able to access your organization’s workspace.