Invite your team & manage roles

Wismify is built for teams. Invite colleagues and assign each a role so everyone has the right level of access.

Invite a teammate

1. Go to Settings → Team.
2. Click Invite member and enter their email.
3. Choose a role.
4. Send the invite — they’ll get an email to join.

Roles

• Administrator — full access, including team, billing and settings.
• Agent — works in the inbox on assigned conversations.
• Views and reports in Reports can be scoped per role, including personal views per employee.

What each agent can see

In Settings → Team, edit an agent or supervisor and choose what they can access: every module in the menu (Tickets, Calls, Chat, Tasks, Analytics, Automations…), every Tickets folder and view, every store and every installed app. You can also decide whether they can create and edit folders and views.

• Whatever you switch off disappears from their menu and can't be opened by direct link either.
• Changes save instantly; the agent sees the new menu when they reload.
• Their profile, security and sessions always stay available.
• Administrators always have full access.