Inviting and managing your team

Working with a team? Invite your colleagues so they can handle conversations alongside you. Each person gets their own account.

Invite a teammate

1. Go to Settings → Agents.
2. Click Add agent.
3. Enter their name and email address.
4. Choose their role: Administrator or Agent (see below).
5. Confirm. The person receives an invitation email with a link to set their password.

The invitation arrives by email. If your colleague does not see it, ask them to check their spam folder.

The two roles

Madyis Hub offers two access levels. Choose based on what the person needs to do.

• Administrator — full access. They can manage inboxes, invite or remove agents, change settings, and view reports and billing. Reserve this for trusted people who run the account.
• Agent — handles day-to-day conversations. They reply to customers, assign, label, and resolve conversations, but cannot touch sensitive account settings.

Edit or remove an agent

1. Go back to Settings → Agents.
2. Find the person in the list.
3. Use the actions next to their name to change their role or remove them from the account.

Remember to remove access right away when someone leaves your company.