Managing Members
Invite your teammates to collaborate workspace
Manage all your workspace members from the Settings > Members tab. From the members tab you can:
Add and remove workspace members
Adjust member settings such as:
Email logging: whether or not this user's emails should be logged to the workspace/CRM
Ticket routing: whether or not this user should be assigned tickets
Responsibilities: describes which tickets should be assigned to this user
Workspace role: admin, member, or no access
Invite new workspace members
Go to Settings > Members
Invite new members by selecting "Invite people" and follow the invite process
Note: On the free plan, all users are admins and subsequently have full access to the workspace. If you want admin-controls and to invite view-only users, you can do so with any of our paid plans.
Managing workspace members
To edit the settings for any particular member, click the actions button in the members table.
Editing a user configuration
As as admin you can edit:
Email logging: whether or not this user's emails should be logged to the workspace/CRM
Ticket routing: whether or not this user should be assigned tickets
Responsibilities: describes which tickets should be assigned to this user
Workspace role: admin, member, or no access
Note on Responsibilities: This field gives the object planner context into which tickets should be assigned to which users. Make sure to describe here the responsibilites of this particular user with the proper context for the AI to determine the best-fit tickets. For example: "Route any technical requests related to workspace settings to Brian, he manages all customer requests"
Masquerade as users
Admins can also masquerade as any user in order to help users configure their settings and make for smoother user-management across the organization.
When masquerading as a user, you are effectively acting as that user - so be diligent in what actions are taken and make sure to stop masquerading as user when your work is finished.
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