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Team & permissions

Invite team members to your workspace and control what each role can see and do.

How it works

Every HopeChat workspace has at least one owner — the person who created the account. Owners and admins have full access. Agentscan handle the inbox, contacts, and broadcasts, but don't see billing or business settings by default.

Your plan limits how many seats (team members) your workspace can have. Bronze includes 1 seat, Silver 5, Gold 15. Upgrade your plan from Settings → Billing to add more.

Add a team member

  1. 1

    Open Users

    Go to Settings → Users (the tab is only visible to owners and admins).

  2. 2

    Click Add User

    Enter their full name, email, and a temporary password. Choose their role: admin (full access) or agent (inbox + contacts by default).

  3. 3

    Set permissions

    If you need a more granular setup, expand Custom Permissions before saving. You can toggle access to the inbox, contacts, broadcasts, pipelines, automations, settings, and billing individually.

The new user can log in immediately with the email and password you provided.

Edit or remove a member

  • Edit — click the pencil icon next to a user to change their role or fine-tune their permissions.
  • Remove — click the trash icon to revoke access instantly. They will be logged out on next refresh.

Roles at a glance

  • Owner — full access, can delete the workspace, cannot be removed by others.
  • Admin — full access to all features and settings.
  • Agent — default access to inbox, contacts, and other features you choose. Does not see billing or business settings unless you toggle them on.
The agent count in Settings → Users matches your plan limit. Hit the cap? Upgrade from Settings → Billing (Bronze → Silver → Gold) and you get more seats immediately.

Next guide

Message templates

Create Meta-approved templates for broadcasts and automation replies.