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  • Quickstart
  • Organization profile and avatar
  • Set business hours
  • Invite team members
  • How to manage tickets
  • Migration Guide
  1. Home
  2. Get started

Invite team members

Invite teammates to initdesk, manage roles, and control access per inbox so everyone can collaborate on support with the right permissions.

Invite team members

Invite teammates to initdesk, manage roles, and control access per inbox so everyone can collaborate on support with the right permissions.

Support works best when it’s shared. In initdesk, you can invite teammates to your workspace and control what they can do—especially per inbox, so the right people see and handle the right tickets.

Teammates are unlimited. Inviting people does not change your bill. You pay for valid tickets, not seats. See Understanding initdesk pricing.

Invite a teammate

  1. Go to Settings → Team.
  2. Click Invite teammate.
  3. Enter their Email address.
  4. Choose a Role. Admins can see every inbox. For an associate, choose Inbox access.
  5. Click Send invitation.

They get an email with a link to join the organization. You can change their role and inbox access after they accept.

Roles and access

If your team handles multiple inboxes, give an associate access only to the inboxes they should see, such as VIP or Billing.

Associate

Associates help with tickets and do not manage workspace configuration.

Associates can view Settings → Business hours. They cannot change the schedule, and they cannot open Settings → Inboxes, so they cannot change auto-replies. Account owners and admins can.

Troubleshooting

  • Invite not received: ask the teammate to check spam and confirm the email address.
  • Teammate can’t access an inbox: review their inbox access under Settings → Team.
Set business hours

Set when your organization is open. With no schedule saved, it is open at all times.

How to manage tickets

View, assign, reply, snooze, and mark spam. Spam tickets do not count toward usage.

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On this page
  • Invite team members
  • Invite a teammate
  • Roles and access
  • Troubleshooting