Chatz

Getting started

Invite your team

Add teammates and choose the right role for each.

Inviting a teammate

A Chatz workspace is built for a team from day one: every seat on your plan is another person who can answer customers, build flows or manage settings, depending on the role you give them.

  1. Open Members
    Go to Settings, then Members, under the Workspace group.
  2. Invite by email
    Enter the person's email address and choose a role for them.
  3. They accept and sign in
    The invitee gets an email, sets a password (or continues with Google or Apple), and lands in the same workspace with the role you chose.
Members: invite by email and set a role
The Members settings page

The four roles

Roles decide what a member can see and change. The server enforces every one of these, even though the interface also hides buttons a member cannot use, so a role is a real boundary and not just a tidier menu. See Members and roles for the full picture, including how ownership transfers.

RoleCan do
OwnerFull control of the workspace. Cannot be removed by anyone else, only by leaving on their own.
AdminManage settings, channels and members. Cannot transfer ownership.
EditorBuild flows, broadcasts and templates. No access to member management.
AgentReply to conversations and manage the tickets assigned to them, nothing else.
Start narrow
It is easier to widen a role later than to walk one back after a mistake. Most support staff only need Agent; save Editor and Admin for the people building automation and managing the account.

Per-channel access

Beyond the role, each member's access can be scoped to specific channels. A business running several WhatsApp numbers, or a channel per brand, can give an agent visibility into only the conversations from their own channel rather than every inbox in the workspace. Set this alongside the role when you invite someone, or edit it later from the same Members page.