Invite your team

Invitations, roles and the permission matrix

Sending invitations

Invite teammates from the Team page. Each invite is an email (or a copyable link) that lets the recipient join your workspace with the role you chose.

Invitations expire after 7 days; you can revoke or resend a pending invite at any time.

Steps

1
Open Team
Dashboard sidebar → Team → Invite member.
2
Pick a role
Choose what the teammate may see and do (see roles below).
3
Send or copy the link
They set a password and land in your workspace.

Roles and permissions

Chatixy enforces a permission matrix on both the API and the dashboard UI - items you cannot use are hidden from the sidebar.

Admin - everything, including billing and roles
Manager - projects, team and analytics, no billing
Agent - answer tickets and use team chat

Custom roles can be created on the Roles page by toggling individual permissions.

Important

Only admins can change billing or delete the workspace - keep at least two admins so you are never locked out.

support agent personas Billing & plans