[Reply] Inviting team members
Reply was designed for teams to work together, to respond to social conversations within one simple inbox. To invite your team members, click on Settings on the left hand side of your dashboard and then select the Team tab. From there, enter your team members' email addresses and click Send Invites.
By default, team members will be assigned the Agent role, but they can be changed to the Admin role if needed, by clicking on the drop down arrow to the right of their current role, and selecting Admin.
Admins have the highest level of access and this role is typically reserved for one or two members on a team. Agents typically make up the majority of a team.
|Agent||Admin (everything an Agent can do plus...)|
|Reply, like, and assign conversations||Add, remove, and change the role of team members|
|Change the status of conversations||Connect, configure, and remove social accounts|
|Add, edit, and manage the visibility of tags||Add, edit, and remove automation rules and saved replies|
|Create and delete notes||Add, configure, and remove integrations|
|View and export report data||View and update billing details, including cancelling the account|
Team members are not able to change their own role, or delete their account.