Invite teammates and choose responsibilities
Add teammates and decide who receives calls, messages, assignments, and escalations.
Before you begin
- You need workspace-owner or administrator permission.
Steps
- Open workspace or team settings and invite each teammate using their work identity.
- Assign the minimum role needed for inbox work or administration.
- Configure whether the teammate receives calls, messages, or both.
- Send a test assignment and confirm that the teammate can open and act on it.
Important notes
- Removing a teammate does not erase the historical authorship of replies or internal notes.
If you still need help
Search this Help Center using the exact feature or visible error. If the issue continues, use Call TidyAnswer support from the Help Center navigation. Include any public reference and the approximate timestamp, but never include passwords, access tokens, provider credentials, or raw webhook payloads.