People
Invite a colleague, or the client you set an agent up for. They get their own login to your workspace.
Invite someone
Open Account & sign out at the bottom of the sidebar and find People. Type their email address and click Invite. They get an email with a link that works for 3 days. They choose a password, and your workspace opens. Up to five people besides you, counting open invitations.
What they can do
Everything in the workspace: sources, answers, guidance, tests, publishing, website settings, enquiries, conversations, connections and exports. Only you, the owner, can invite or remove people, change or cancel the plan, and close the account. Emails about the workspace, such as enquiries and billing, still go to you only.
Remove someone or leave
Remove takes access away straight away. Someone you invited can Leave the workspace themselves. History shows who was invited, joined, left or was removed. It’s kept for 12 months.
One login, one workspace
An email address that already has its own Hazelchat login can’t be invited: ask for another address. Handing the workspace over to a new owner isn’t available yet.