Team Roles & Permissions

Give everyone the right access to do their best work

Create custom roles for support leads, frontline agents, and external contractors. Control who can view, reply, or manage customer conversations across every channel.

Secure team access & onboarding

Protect customer records and company settings with enterprise-grade sign-in controls.

Protected Team Logins

Encrypted sign-in sessions with automatic timeout protections keep company records secure across all devices.

Effortless Team Onboarding

Invite new agents via email with instant role assignment so they can start answering tickets on day one.

Two-Factor Verification

Add an extra layer of protection with one-time verification codes sent to verified team email accounts.

Self-Service Password Recovery

Quick, self-service password reset links sent directly to team members without needing admin intervention.

Custom roles & flexible permissions

Designate clear responsibilities for admins, team leads, frontline agents, and external specialists.

Pre-Built & Custom Roles

Start instantly with Admin and Agent presets, or create tailored roles that mirror your real team structure.

Feature-by-Feature Access

Control who can view, reply, reassign, or export data across live chat, tickets, visitor lists, and billing.

Instant Live Updates

When an admin changes a permission, it updates immediately on the agent's screen without forcing a logout.

Clutter-Free Agent Dashboard

Agents only see the screens and buttons they are authorized to use, keeping their workflow focused and simple.

User & Seat Management

Full user lifecycle management with live seat usage tracking.

User Lifecycle

Full user management with profiles, skills tagging, and brand/organization assignment.

Live Seat Tracking

Add/reduce seats with live usage tracking. Seat reduction restricted on free plans.

Brand Assignment

Assign users to specific brands and organizations with scoped access controls.

Organization Management

Full organization CRUD with user management and logo/image upload capabilities.

Ready to bring every conversation into one place?

Free plan available. No credit card required.