Invite your team
Bring your colleagues into IconEngage with the right role, and what they see when they accept.
IconEngage works best when everyone who answers customers has their own account. Inviting your team is the last step of the setup checklist.
Note: Only Owners and Admins can invite people.
Send an invitation
- Go to Settings › Members.
- Click Invite.
- Enter the person's Email.
- Choose a Role: what they can see and do. You can change it later.
- Click Send invitation.
They receive an email with a link to join your organisation. The invitation appears under Pending invitations until they accept it. Invitations expire after 7 days.
Which role to choose
| If they will... | Choose |
|---|---|
| Answer customers in the inbox | Agent |
| Lead agents and watch the inbox and routing | Supervisor |
| Run templates, campaigns and the business profile | Marketing Manager |
| Help run the whole organisation, except billing | Admin |
| Look after the plan, payments and invoices | Billing Administrator |
| Build integrations and use the API | Developer |
| Only look | Read Only |
See Roles and permissions for exactly what each role can do.
Seats
Each member and each pending invitation uses a seat. The Starter plan and the free trial include a fixed number of seats; Growth, Pro and Enterprise have unlimited seats. If you have no seats left, the invite form tells you so. See Plans and the free trial.
What your teammates do
Your teammate clicks the link in the email, creates an account (or signs in if they already have one), and clicks Accept invitation. See Accept an invitation.
To revoke an invitation (or send a fresh one), change someone's role or remove a member, see Members.
Still need help?
Write to us at [email protected] and tell us what you were trying to do. Already a customer? Sign in to IconEngage — the same articles are under Help in the app.