Invite someone
Open the team page
Go to Settings → Team. Owners and admins can invite; everyone can see who is in the workspace.
Send the invitation
Enter their email and choose a role. They get an email with a link to join.
They accept
New people set their name and password from the link. If they already have a QuickSamvaad account, they sign in and the workspace is added to it.
Inviting the same email again sends a fresh link and keeps the original invitation. One person can belong to several workspaces and switch between them.
What each role can do
| Role | Good for | Can |
|---|---|---|
| Owner | The business owner | Everything, including paying for the plan, recharging the wallet and managing other owners. |
| Admin | Whoever runs QuickSamvaad day to day | Everything except payments: connect numbers, manage the team, API keys, export and erase contacts. Sees billing. |
| Manager | Team leads | Run the inbox (assign, labels, saved replies), import contacts, create templates, campaigns and bots, see analytics and billing. |
| Agent | Support and sales staff | Read and reply to conversations, claim chats, add notes, and edit contacts. |
| Developer | Your tech team or agency | Create API keys and webhooks; read channels, contacts, templates, bots and analytics. Cannot reply or send campaigns. |
| Billing | Accounts | Change the plan, recharge the wallet, download GST invoices, see costs and usage. |
| Viewer | Partners, auditors | See the inbox, contacts, templates, campaigns, bots, analytics and billing without changing anything. |
Change a role or remove someone
In Settings → Team, change a member's role or disable them. Changes apply on their next click, and a disabled member is signed out of this workspace straight away. Conversations they were handling stay assigned to them until you reassign them, so hand their chats over first.
A workspace always keeps at least one active owner: the last owner can't be demoted or disabled. To hand the business over, make the new person an owner first.
Common questions
- Is there a limit on how many agents I can add?
- The Free plan includes two agents. Paid plans include unlimited agents. See Pricing.
- Can an agent see every conversation?
- Yes. Today everyone with inbox access sees every conversation in the workspace. Use assignment and the Mine view to keep each person focused on their own chats.
- Someone didn't get the invitation email.
- Ask them to check spam, then invite the same email again for a fresh link.