Invite your team
Your teammates join your workspace and share the inbox. Each one has a role that sets what they can change, and an inbox list that sets which conversations they work on.
Before you start
Section titled “Before you start”- You need the Owner or Admin role in the workspace.
- Your teammates’ email addresses.
Invite a teammate
Section titled “Invite a teammate”- Go to Settings → Team and select Invite member.
- Enter their Email address.
- Choose a role: Admin, Supervisor or Agent. See Roles below.
- Under Inbox access settings, select the inboxes they should work in.
- Select Send invitation. Fufa shows Invitation sent successfully.
Your teammate gets an email. They open it, sign in with the invited address, and join your workspace. Until then, the invitation is listed under Settings → Team, where you can cancel it.
| Role | What they can do |
|---|---|
| Owner | Everything, including billing. The person who created the workspace. The owner role can’t be changed. |
| Admin | Full access to all settings and features: channels, inboxes, team, agents, workflows, campaigns and billing. |
| Supervisor | Manages conversations and works with agents and workflows. Can view billing but not change it. |
| Agent | Views and replies to conversations in their inboxes. |
Change a role or inbox access
Section titled “Change a role or inbox access”- In Settings → Team, open the teammate.
- In Edit team member, change the Role or the Inboxes they can access.
- Select Save changes.
To remove someone, choose Remove Member from their row. They lose access right away. Their past replies stay in the conversations.
Common questions
Section titled “Common questions”My teammate didn’t get the invitation. What now?
Section titled “My teammate didn’t get the invitation. What now?”Check that the email address is right and ask them to look in spam. If it’s wrong, cancel the invitation in Settings → Team and send a new one.
Which role should support staff get?
Section titled “Which role should support staff get?”Give Agent to people who only answer customers. Give Supervisor to team leads who also shape how agents and workflows behave. Keep Admin for the few people who connect channels and manage billing.
Can someone belong to more than one workspace?
Section titled “Can someone belong to more than one workspace?”Yes. A person can be invited to several workspaces and switch between them. Their role is set separately in each one.