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

• Go to Settings → Team

• Click Invite Member

• Enter the team member’s email address and select their role

• 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.