Team and roles

Members#

Your workspace members are managed in Settings → Members. You do not pay per seat: you can add your whole team.

Roles#

Xat CRM has four roles, from widest to narrowest.

• Owner — full control of the workspace, billing included.
• Admin — manages configuration, members and lines.
• Supervisor — besides handling conversations, manages quick replies and macros and sees reports.
• Agent — handles conversations.

Teams#

A team groups agents by function, shift or line of business. It exists so a conversation can be assigned to a group rather than one person.