Adding Team Members

Invite colleagues to access your SupportRetriever conversations and collaborate on customer support.

Accessing Team Management

1. Go to Settings (/settings)
2. Find the Team Members section
3. Use the "Add Team Member" form

Adding a Team Member

1. Enter the team member's email address
2. Select their permissions
3. Click "Add Team Member"

Email Address

Enter the email address of the person you want to add:

• Must be a valid email address
• User must have a SupportRetriever account
• They need to register first if they don't have an account

Permission Levels

Admin

Full access to all features:

• View all conversations
• Reply to all conversations
• Manage team members
• Access all settings

View Conversations

Read-only access:

• Can view conversations
• Cannot reply
• Cannot manage settings

Reply to Conversations

Read and write access:

• Can view conversations
• Can reply to conversations
• Includes view permission automatically

Permission Selection

• Admin: Check the "Admin" checkbox (includes all permissions)
• View Only: Check "View conversations" only
• Reply Access: Check "Reply to conversations" (includes view)

You must select at least one permission level.

After Adding

Once added:

1. Team member appears in the team list
2. They can immediately access conversations (based on permissions)
3. They'll see conversations in their dashboard
4. No email notification is sent (they access via their account)

Team Member List

View all team members in the settings:

Troubleshooting

User Not Found

• Verify the email address is correct
• Ensure the user has registered on SupportRetriever
• Ask them to create an account first

Permission Issues

• Check that you selected at least one permission
• Verify permissions are set correctly
• Team member may need to refresh their dashboard

Related Topics

• Understanding permission levels
• Managing team member access
• Collaborating on conversations