Invite teammates and set roles

Invite teammates and assign roles from your workspace Team page. Any admin can invite people, but everyone joins as an Agent. Only the workspace owner can make someone an admin.

Add a member

1. Go to /dashboard/team and click Add member.
2. Enter the person's name, email and a temporary password (at least 8 characters).
3. Share the temp password with the new member directly.

The new member signs in at deskcrew.io/login (or in the Mac or iPhone app) and can change the password under Account settings. They join as an Agent, whatever role was asked for, including invites sent from the apps.

Roles

• Owner: the person who created the workspace, marked with an Owner badge. The owner is an admin who cannot be removed, demoted or signed out by a teammate, and is the only person who can make someone an admin or change or remove another admin.
• Admin: full workspace control: billing, team, branding, install, integrations. Admins can invite people (as Agents) and remove Agents.
• Agent: handles tickets, answers chats and approves AI drafts.

Make someone an admin

The owner opens the Team page and picks Admin in that person's role dropdown once they have joined. An invite never hands out admin, so an emailed invite cannot be used to take over a workspace.

Manage existing members

• Change a role: use the role dropdown on their row. Raising someone to Admin, or changing an Admin, is owner-only.
• Remove a member: click Remove and confirm. Removing an Admin is owner-only.