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.
Member list
The member table shows:
| Column | Description |
|---|
| Name / Email | The member’s name and email address |
| Role | Their permission level in the organization |
| Groups | Which user groups they belong to |
| Last login | When they last signed in |
| Member since | When they joined the organization |
Roles
Every member has one of two roles:
| Role | What they can do |
|---|
| User | Access agents, run chats, view reports. Cannot change settings. |
| Admin | Everything a User can do, plus manage settings, invite members, create connectors and notification channels. |
Inviting a member
Click Invite member
On the Members page, click the Invite member button in the top right.
Enter their email address
Type the email address of the person you want to invite.
Select a role
Choose User or Admin depending on what access level they need.
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.
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.
