How to add team members and roles

Invite agents and control what each person can see and do.

Team3 steps·2 min read

  1. 1

    Invite a user

    Go to Settings → Team and click Invite User.

    app.swiftcampaigns.com
    Step 1: Invite a user
  2. 2

    Choose a role

    Enter their email, pick a role (for example Support Agent) and click Save. They get an email to join.

    app.swiftcampaigns.com
    Step 2: Choose a role
  3. 3

    Create your own roles

    Under Settings → Roles & Permissions you decide exactly what each role can do, for example reply to chats but not send campaigns.

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