Teams
Invite users, assign roles, and verify permissions across tenant dashboards.
Team setup controls who can manage the workspace and who can serve live calls.
Invite flow
- Open Dashboard > Team.
- Invite the user by email.
- Select the role.
- Send the invite.
- Accept the invite in a clean browser session.
- Log in and confirm the role-specific dashboard.
Permission checks
| User type | Must be able to | Must not be able to |
|---|---|---|
| Client admin | Manage tenant settings, billing, team, integrations | Access platform-only settings unless also super admin |
| Manager | Manage agents, queue, reports, schedules | Change platform plans |
| Agent | Accept calls and manage own status | View tenant billing or platform settings |
| Billing clerk | View billing, wallet, invoices | Manage agents, websites, or reports |
Agent assignment
Agents should be assigned to websites before a live storefront test. If the customer enters a queue and no assigned online agent exists, the widget should use the fallback path.
Troubleshooting
- If a user sees too many links, check role permissions and dashboard route access.
- If a user sees access denied for expected pages, check tenant context and role assignment.
- If invites fail validation, confirm field-level errors are visible on the form.