Inviting Team Members
Add your support team to SimplyTicket so they can start responding to customers. This guide covers the invitation process and role selection.
How to Invite Team Members
- 1
Navigate to Team Settings
Go to Settings → Team Members in the sidebar
- 2
Click "Invite Member"
Opens the invitation form
- 3
Enter Email Address
The invitee will receive an email with a link to set up their account
- 4
Select Role
Choose the appropriate permission level (see below)
- 5
Assign to Team (Optional)
Add them to a specific team for ticket routing
Available Roles
Administrator
Full access to manage the organization
- • Manage all settings and integrations
- • Invite and remove team members
- • Access all tickets and reports
- • Create automations and workflows
Agent
Standard support team member
- • View and respond to all tickets
- • Access knowledge base
- • View reports and metrics
- • Cannot modify organization settings
Limited Agent
Restricted access for contractors or specialists
- • View only tickets assigned to them
- • Cannot reassign tickets
- • Limited report access
- • Ideal for part-time or external staff
Managing Invitations
Pending Invitations
View all outstanding invitations in the Team Members page. You can resend or cancel invitations that haven't been accepted.
Invitation Expiry
Invitations expire after 7 days. If the recipient doesn't accept in time, you'll need to send a new invitation.
📧 Bulk Invitations
Need to invite many team members? Use the bulk invite feature by clicking the dropdown arrow next to "Invite Member" and selecting "Bulk Invite". Upload a CSV file with email addresses and roles.