Inviting your team and roles.
Invite colleagues, what the owner, admin and agent roles can do, and how to change roles or remove people.
Everyone who answers conversations or manages Askbridge should have their own login. Each plan includes team members: 3 on Starter, 10 on Growth and 25 on Scale, counting pending invitations.
Invite a teammate
- Open Team in the menu (it opens Settings, Team and access).
- Under Invite a teammate, enter their Email address.
- Choose a Role: Agent (answers conversations) or Admin (also manages knowledge, widget and team).
- Choose Send invitation. They get an email with a link that works for 7 days. Pending invitations are listed under Invitations, where you can withdraw them.
Owners and admins can invite. Owners are made by changing an existing member's role, and only an owner can do that.
Roles
| Owner | Admin | Agent | |
|---|---|---|---|
| Inbox, requests and follow-ups | Yes | Yes | Yes |
| See knowledge, analytics and the team | Yes | Yes | Yes |
| Change knowledge (sources, files, FAQs) | Yes | Yes | No |
| Widget, actions and answer checks | Yes | Yes | No |
| Invite people and change roles | Yes | Yes (not owners) | No |
| Workspace settings, AI switch and data | Yes | Yes | No |
| Usage page | Yes | Yes | No |
| Ask AI | Yes | Yes | No |
| Delete conversations | Yes | Yes | No |
| Plan, billing and top-ups | Yes | No | No |
| Require two-step verification | Yes | No | No |
| Delete the workspace | Yes | No | No |
There is no manager role. A workspace can have more than one owner, and the last owner cannot be removed or made an admin.
Names visitors see
When a teammate replies, visitors see their display name. Each person sets it in Settings, Profile.
When someone leaves
Owners and admins remove people in Team and access. Only an owner can remove an owner. They lose access straight away; their past replies stay in the transcripts, and conversations assigned to them go back to Waiting.
Two-step verification
Each person can set up two-step verification under Account security in the account menu. An owner can require it for everyone in the workspace in Team and access.
Still stuck? Email support@vitalos.co.uk and tell us your workspace name.