Team & permissions

Choose the right role

Raxni uses Owner, Manager and Support Agent roles. You can invite colleagues as Managers or Support Agents; Owner belongs to the workspace owner and is not an invitation option. The Team page's Roles tab describes the permissions for your business.

• Owner: controls the business, team invitations, member roles and assistant access, as well as owner-only account actions.
• Manager: helps manage the assistants they can access and assigns customer work. Team membership and owner-only controls remain with the Owner.
• Support Agent: handles permitted conversations, enquiries and bookings, takes available unassigned work and transfers work through the provided controls. This role does not manage business configuration, billing or the team.

A role and assistant access work together. Being on the business's Team list does not automatically give a person access to every assistant. Being able to assign a record is also different from being its current handler.

Invite and manage colleagues

1. As the Owner, open Team → Invites.
2. Enter the colleague's email, choose Manager or Support Agent and select the assistants they should access.
3. Select Create invitation and check the pending invitation.
4. The colleague opens the invitation and accepts using the intended account.

Use Resend when a new invitation link is needed; it replaces the previous link and code. Use Revoke for an invitation that should no longer be accepted. Follow any expiry or invitation allowance displayed in the workspace.

In People, search by team ID, name, email, role or assistant. Team IDs accept either letter case and can be searched with or without a hyphen. If someone cannot see expected work, check their selected assistants as well as their role.