Inviting and Managing Team Members

Baat supports multi-user teams. You can invite agents to join your organisation and control what they can access.

Inviting a team member #

1. Go to Settings → Team
2. Click Invite Member
3. Enter the team member’s email address and select their role
4. Click Send Invite — they’ll receive an email with a link to join

Team roles #

• Admin — Full access including billing, settings, and all conversations
• Agent — Can manage assigned conversations and send messages; cannot change settings

Removing a team member #

Go to Settings → Team, find the member, and click Remove. Their access is revoked immediately. Any conversations assigned to them remain and can be reassigned.

Managing assignments #

Conversations can be assigned to any active team member directly from the inbox. See Assigning and Managing Conversations in the Shared Inbox section for details.