Invite your team

Invite someone

1. 1In the app, go to Settings › Team and click Add member.
2. 2Enter their first name and email. Choose a Role: Admin, Agent or Member. Agent is the default.
3. 3Pick their departments. For an Agent, you can also switch on Knowledge and AI Playground.
4. 4Click Send invitation.

They get an email with Accept the invitation. The link works once, for 7 days. They set a password and they are in. Someone who already has a Retily account with that email confirms, then switches to your workspace from the menu.

• No email? Click Send again next to their name on the team list.
• To take someone out, click Remove. They lose access at once.

Roles

Owner

Everything. The person who created the workspace, and only one. Only the Owner changes the plan, deletes the workspace, and changes or removes an Admin.

Admin

Everything else, every setting included. Sees the plan but can’t change it.

Agent

Answers the chats and tickets that reach them (their own, and their departments’ tickets). No settings. Knowledge and the AI Playground stay off unless you switch them on.

Member

Free. Team chat (Communication), Tasks and Reminders only. Never sees customers, chats or tickets.

Need something in between? Settings › Roles & Permissions, Add role: a custom role starts from the Agent’s permissions, and you switch on what it needs.

Seats

The Owner, Admins, Agents and custom roles each take a seat. Members never do. An invitation takes its seat as soon as it is sent.

No plan yet

1 seat: yours.

Starter

1 seat: yours. No extra seats.

Growth

2 seats included.

Pro

3 seats included.

Extra seats

On Growth and Pro, $9 a month, or $90 a year on annual plans. An extra seat adds a teammate, not AI credits: your AI credits come with your plan.