How to Invite Team Members

In Converge, go to Settings → Team. This is where you manage all team members who have access to your workspace.

Who can invite team members: By default, only workspace Owners and Admins can invite new team members. Agents typically don't have permission to invite others — this prevents accidental or unauthorized access.

Team member types:

• Owner: Full access to everything, including billing and team management. There's always one primary owner.
• Admin: Can manage team members, settings, and all conversations. Can't delete the workspace or change billing.
• Agent: Can view and respond to conversations. Can't access settings, billing, or team management.

Team limits: Converge supports up to 15 team members per workspace for a flat $49/month. All features are included — there are no tiered plans.

Click Invite Team Member to send an invitation email.

Enter the email address: Type the email address of the person you want to invite. They'll receive an email with a link to join your workspace.

Select a role: Choose the appropriate role for this team member:

• Agent: For most support team members who will handle customer conversations
• Admin: For team leads or managers who need to manage settings and other team members

Start with Agent role: It's safer to start new team members as Agents. You can always promote them to Admin later if they need additional permissions.

What the invite email contains: The email includes:

• Your workspace/company name
• A secure link to join (expires after 7 days)
• Brief instructions on what to do next

The invited person will receive an email and click the invitation link to join your workspace.

Setting up their account: When they click the link, they'll be prompted to:

1. Verify their email address (via a code sent to their inbox)
2. Set their first and last name
3. Optionally upload a profile photo

Passwordless login: Converge uses passwordless authentication via email codes. There are no passwords to create or remember — team members log in by entering a code sent to their email each time.

Immediate access: Once they complete setup, they have immediate access based on their assigned role. No additional approval needed.

If the invitation link expires: Invitation links expire after 7 days for security. If the link expires, you'll need to resend the invitation from Team settings.

After team members join, you can manage their access, roles, and remove them if needed.

Changing roles: To promote an Agent to Admin (or demote an Admin to Agent), go to Team settings, find the team member, and select a new role from the dropdown. Changes take effect immediately.

Viewing activity: Team settings show when each team member was last active. This helps identify inactive accounts that might need to be removed.

Removing team members: Click "Remove" next to a team member to revoke their access. They'll be immediately logged out and unable to access the workspace. Their conversation history is preserved — removing access doesn't delete data.

What happens when removing an agent:

• They lose access to all conversations and settings
• Conversations they were assigned to become unassigned
• Their profile and message history remain in the system for records

Resending invitations: If someone didn't receive their invite or it expired, click "Resend Invite" to send a new email. The old link is invalidated and replaced with a new one.

Success indicator: When your entire support team is active in Converge, handling conversations, and collaborating — and everyone has the appropriate role and access — your team setup is complete.