Team and roles

Invite your team to Message24, choose between the Admin and Member roles, and control which channels each person has access to.

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Invite the people who answer your customers so they can work from the same Inbox. Each person has a role, Admin or Member, and access to a set of channels.

Manage your team in Settings > Team. Only admins can see this page.

Roles

There are two roles:

What they can do	Admin	Member
Use the Inbox and reply to customers	Yes	Yes
Manage orders	Yes	Yes
Use shortcuts	Yes	Yes
See the Dashboard	Yes	No
Create, edit and delete shortcuts	Yes	No
View and change AI settings and the knowledge base	Yes	No
Manage schedules	Yes	No
Change business settings, channels, integrations and billing	Yes	No
Invite and remove team members, and change roles	Yes	No
View the call center reports and manage call center sources	Yes	No

Settings pages a member can’t use don’t appear in their Settings list.

Invite a team member

Go to Settings > Team.
Under Invite Team Member, enter their email address.
Choose a role: Member or Admin.
Under Channel access (optional), choose which channels they can manage. All channels are selected to start with; use Clear or Select all to change that quickly.
Select Invite.

The person is added to your team straight away. They get access by signing in to Message24 with that email address, so use the address of the Google account they sign in with.

Channel access

Channel access decides which channels a team member is linked to. It also decides which notifications they get: team members only receive notifications for channels they have access to. See Notifications.

When you connect a new channel, every admin gets access to it automatically. Members need to be added.

To change who has access to a channel after inviting someone:

Go to Settings > Channels.
On the channel, select Manage Access.
Tick the team members who should have access, then select Save Access.

The Team Members list shows how many channels each person has access to, and the names of the first few.

Change a role or remove someone

In the Team Members list:

To change someone’s role, choose Member or Admin from the dropdown next to their name.
To remove someone, select the bin icon (Remove member) and confirm.

A business always needs at least one admin, so you can’t remove the last admin or change their role to Member. You also can’t remove yourself.