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Go to Settings > Admin > Team members to invite, change roles for, and remove members. Only users with the Admin role can perform these actions. Admin — Team members screen

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Roles

RolePermissions
AdminModify all settings, manage members, handle sessions
OperatorHandle sessions, view knowledge (cannot modify settings or manage members)
Roles can be combined. A single member can hold both Admin and Operator roles.

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Inviting members

1

Open the invite dialog

Click the Invite member button in the upper right of the Team members section.Screenshot of member invite dialog
2

Enter the invitation details

Enter the email address of the user you want to invite and select the role to assign (Admin or Operator). The email address is required.
3

Send the invitation link

After creating the invitation, the link is copied to your clipboard. Send it to the intended recipient. Invitation links have an expiration date.

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Managing invitations

Pending invitations appear at the bottom of the member list.
  • Copy link: Click the link icon on the invitation row to copy the invitation URL again
  • Cancel invitation: Click the trash icon and select Cancel invitation in the confirmation dialog

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Changing roles

1

Click the edit button for the target member

In the member list, click the pencil icon in the row of the user you want to update.
2

Change the role

Update the Admin and Operator checkboxes. At least one role must be selected.
3

Save

Click the save icon to save the changes.
You cannot change your own role. Ask another Admin to make the change.

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Removing members

1

Click the trash icon for the target member

In the member list, click the trash icon in the row of the user you want to remove.
2

Confirm the removal

A confirmation dialog will appear. Review the details and click Confirm.
Removing a member revokes their access to Helpdesk immediately. Sessions that were assigned to the removed member remain open.

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Linking messaging platform accounts

From the Team members section, you can link member accounts to Slack, Microsoft Teams, LINE WORKS, or Google Chat. A checkmark is shown in the member list when a link is established.
  • Link an account: Click the link icon, enter the member’s email address on that platform (or LINE WORKS user ID), then click Verify followed by Confirm
  • Unlink an account: Click the unlink icon and confirm the action
Last modified on July 10, 2026