Skip to main content
Egentify’s role system lets you give each team member the right level of access for their job. Whether you’re onboarding a developer, a support agent, or a store manager, you can grant exactly the permissions they need — nothing more.

​
Roles

RoleAccess
OwnerFull access to all settings, billing management, and org-level configuration. Automatically assigned to the account creator.
AdminManage stores, team members, and all project settings. No restrictions except ownership transfer.
IT / Technical SpecialistConfigure chat, voice, and ticket settings; manage team members. No billing access.
Assistant / Chat SupervisorMonitor conversations and manage tickets. No access to billing or project settings. Can be scoped to specific stores.
MemberDefault role for new invites. Limited access suitable for general team members who need visibility without configuration rights.

​
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 — update that list separately.