Inviting Users

Add team members to your Helplane workspace.

Accessing User Settings

• Go to Settings in the left sidebar
• Select Users under Users & Roles

Sending an Invitation

• Click Add User in the top right
• Fill in the invitation form:
• Email (required): The user's email address
• Name (optional): Their full name
• Display Name (optional): Name shown in conversations
• Role (required): Select their permission level
• Brand Access (optional): Restrict to specific brands
• Click Invite

The user receives an email with a link to set up their account.

Brand Access

Control which brands a user can access:

• All brands: Leave brand selection empty
• Specific brands: Select one or more brands

Users only see conversations and settings for their assigned brands.

Resending Invitations

If a user didn't receive their invitation:

• Go to Settings > Users
• Find the user in the list
• Click the user to view their profile
• Click Resend Invite

Pending vs Active Users

• Pending: Invitation sent but not yet accepted
• Active: User has set up their account and can log in

Permission Requirements

You need the team.edit_members permission to invite users. This is typically available to Admin roles.