Roles
Invite a member
1
Open Team settings
Sign in as the agent owner or an Admin. From Agents, open the agent, select Settings, and open Team.
2
Enter the teammate's details
Select Add member, enter the teammate’s email address, and choose Admin or Support. Review the role description before continuing.
3
Send the invitation
Select Send invitation. The teammate appears in the Team table with (Pending) beside the selected role, and Jaaxis sends the invitation to that email address.
4
Confirm access
Ask the teammate to open the invitation and sign in to Jaaxis. After acceptance, (Pending) disappears and the teammate can open this agent with the permissions assigned to their role.