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Team Management is how more than one person works inside a single ChatSyncs account — each with their own login, and each limited to only what their job needs. It has two parts, and they work together: Example: A clothing store creates two roles first — Customer Support (Live Chat and Subscribers only) and Marketing (Broadcast and Templates only). Then it creates two team members: Priya gets the Customer Support role, Arjun gets the Marketing role. Both log in with their own email and password, but Priya only sees Live Chat and Subscribers, while Arjun only sees Broadcast and Templates.
Team member list in User Manager

How to Set Up User Roles and Permissions

Define what each role is allowed to do, feature by feature.

How to Add and Manage Team Members

Create the actual people, and assign each one a role.

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Do this in order

1

Create the Team Role first

Go to How to Set Up User Roles and Permissions and define what it can access — e.g. Admin, Customer Support, Marketing.
2

Then create the team member

Go to How to Add and Manage Team Members, fill in their details, and assign the role you just created.
3

Share their login

Give the employee their email and password. They’ll only see the modules their assigned role allows.
Create the role before the team member — a role has to already exist to be assigned during team member creation.

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Frequently asked

A Team Role is a permission package — the rules. A Team Member is an actual person with a login, assigned one of those roles.
Yes — roles are assigned at the moment a team member is created, so the role needs to exist first.
Yes — as many team members as needed can be assigned the same Team Role, e.g. three support agents all on the Customer Support role.
In How to Add and Manage Team Members — either delete their account or set their status to disabled to revoke access while keeping their history.