Invite Your Team
Add teammates, assign roles & permissions.
Invite Your Team
Collaborate more effectively by inviting your team to Qpien. Assign roles, manage permissions, and make sure conversations are handled by the right people for smooth customer support.
To invite team members:
Go to the Settings section from the left-side menu.
Under the Settings heading, click on Users.
On the top-right corner of the screen, click the Invite User button.
In the pop-up window, fill in the required information for the person you want to invite:
Email address
Role (Admin, User, or Limited User)
To invite multiple users at once, click the Add more button and repeat the process.
Once you’ve filled in all the information, click Invite to send the invitation.
After the invitation is sent:
You can see the invitation status under the Verification Status column as either Verified or Not Verified, depending on whether the user has accepted the invite.
On the far right of each invited user’s row, click the three-dot menu to access further actions:
Edit – Change the user's assigned role or update their conversation limit.
Delete – To delete an invite or user, you’ll be asked to confirm by re-entering the invited email address. Once confirmed, the invite or user will be removed.
