Invite your team
Admins invite people to the workspace on the Team page. Support agents don’t need an account here: they work in the Tracewell app in your helpdesk.
| Role | Can |
|---|---|
| Admin | Everything a member can, plus inviting people, changing roles and removing people |
| Member | See the workspace and change their own account |
A workspace always keeps at least one admin. The only admin can’t change to member or leave until they’ve made someone else an admin.
Invite someone
Section titled “Invite someone”- Select Team in the navigation.
- Under Invite someone, enter their email address, choose Member or Admin, and select Send invite.
- They get an email with a link that works once, for 7 days. Opening it, they create their account with that address, or join right away if they’re already logged in with it. Then they set up two-step verification.
Until they accept, the invite is listed under Pending invites. Resend sends a new link, valid for another 7 days; the old one stops working. Revoke stops the link.
Change a role or remove someone
Section titled “Change a role or remove someone”On the Team page, open the menu at the end of a person’s row:
- Make admin or Change to member changes their role right away.
- Remove from workspace takes away their access right away. You can invite them again later.
An admin leaves a workspace with Leave workspace in their own row. A member asks an admin to remove them.
Several workspaces
Section titled “Several workspaces”One account can belong to several workspaces, for example when you support more than one company. Switch between them with the workspace menu at the top of the page, where you can also create another workspace.