Account Team and roles
Team and roles
Invite colleagues and choose what they can do.
Roles
| Role | Can do |
|---|---|
| Manager | Everything in the portal: build and tune the assistant, read and answer conversations, see analytics, and manage the team. |
| Viewer | Chats and Live inbox only. Read-only by default; a manager can allow them to reply to customers. |
Invite a colleague
- Open TeamGo to Manage → Team and press Invite a viewer.
- Create their loginEnter their name, a unique login username, and a password of at least 8 characters.
- Choose accessTick Can reply to visitors if they should answer customers. Leave it off for read-only access.
- Share the detailsSend them the username and password privately. They sign in at onhandagent.com/portal.
Change or remove access
Use Edit viewer to change permissions or set a new password, and Remove viewer when someone leaves. Setting a new password signs them out everywhere.
Seats
The number of team members you can add depends on your plan. Contact us to add seats or another manager.