Inviting Team Members
Updated Dec 15, 2025
Add your support team to Helplane so they can help respond to customers.
How to Invite Users
- Go to Settings in the left sidebar
- Click Users & Roles > Users
- Click the Invite User button
- Enter the team member's email address
- Select a role (Admin, Manager, or Agent)
- Click Send Invite
The invited user will receive an email with a link to set up their account.
Understanding Roles
Admin - Full access to all settings and features. Can manage billing, users, and all configurations.
Manager - Can manage team settings, view analytics, and configure most features. Cannot access billing.
Agent - Can view and respond to conversations. Limited access to settings.
Custom Roles
On paid plans, you can create custom roles with specific permissions:
- Go to Settings > Users & Roles > Roles & Permissions
- Click Create Role
- Name the role and select the permissions
- Click Save
Managing Team Members
To change a user's role or remove them:
- Go to Settings > Users & Roles > Users
- Find the user in the list
- Click the menu icon next to their name
- Select Edit Role or Remove User