Help Center· 1 min read

Invite your team and set roles

Add teammates, choose what each person can do, and re-enable or reset someone later.

Skyfalke Connect Team·
Share

Admins manage the team under Settings → Team.

Invite someone

  1. Go to Settings → Team and choose Invite.
  2. Enter their email address and pick a role.
  3. They receive an email with a link to set their password and join your workspace.

Roles

  • Agent: works conversations and calls, and uses the CRM.
  • Supervisor: everything an agent can do, plus broadcasts, reports and team oversight.
  • Admin: full access, including billing, channels, integrations and CRM settings.
  • QA manager: reviews calls and conversations for quality.

Removed someone by mistake?

Removed teammates stay in the list. Open their row and choose Re-enable to give them access again. Admins can also send a password reset from the same place.

#team#roles#users#invite
Share

Keep reading

Making and receiving calls

Dial numbers and colleagues, transfer, park and pick up calls.

1 min read

How conversations get assigned

Set up automatic assignment: round robin or least busy, returning customers, contact owners and limits.

1 min read

Auto-replies and workflow rules

Answer common messages automatically and automate CRM follow-up.

1 min read

Ready to transform every customer conversation?

Join businesses delivering faster support, better customer experiences, and more sales with Skyfalke Connect.

Start FreeSchedule a Demo
No credit card requiredFree for 14 daysCancel anytime
Invite your team and set roles | Skyfalke Connect