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
- Go to Settings → Team.
- Click Invite member and enter their email.
- Choose a role.
- 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 Informes can be scoped per role, including personal views per employee.
Tip: Keep the number of administrators small. Give most people the agent role and grant admin only when needed.