Guide 1 of 5Owner or admin about 2 min
Invite a teammate and choose their role
A member reads, replies to and closes conversations. An admin also runs the widget, the knowledge base and the team. Pick the smaller role unless the person will change settings.
- 1
Open Team
In the dashboard sidebar, under Account, open Team. The three cards at the top show seats used against your plan, active members and pending invites.
- 2
Press Invite Member
Enter their email address and choose Admin or Member. The role’s description appears under the selector.
- 3
They accept from the email
The link asks them to prove their email address and joins them to your account, Genie AI login or not. Until they accept, the invitation holds its seat and can be resent or cancelled.
- 4
Change or remove later
The role selector on an accepted row changes the role at once. Remove ends their access on their next request. Only the owner can change or remove an admin.
- Team seats begin on Professional; the totals, which include you, are on the pricing page.
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