Roles
There are three roles you can assign, plus the owner.A Technical Specialist can manage the team but cannot promote anyone to Administrator.
Inviting team members
1
Open the Team page
Go to your org dashboard at egentify.com and click Team in the left sidebar.
2
Start the invite
Click Invite team member.
3
Enter their details
Enter the team member’s email address and select the role that matches their responsibilities.
4
Send the invite
Click Send invite. They’ll receive an email with a link to join your workspace. Invites expire after 7 days. If the link isn’t used in time, send a new invite from the Team page.
Removing a team member
From the Team page, click the ⋯ menu next to the team member you want to remove and select Remove. Their access is revoked immediately. They will no longer be able to log in to your workspace or view any tickets or conversations.If you use round-robin ticket assignment, only team members added to the round-robin participant list in Agent Settings will receive auto-assigned tickets. Removing someone from the team does not automatically remove them from the round-robin list, so update that list separately.