Managing Team and Roles

Managing Team and Roles

Inviting Team Members

1. Go to Settings > Team
2. Click Invite Member
3. Enter their email and select a role
4. They will receive an invitation email

Roles

• Owner — Full access, manage billing
• Admin — Manage all modules and settings
• Manager — Manage specific modules
• Agent — Operational access (e.g.: reply to chats, input data)

Managing Module Access

Each member can have access restricted per module. For example:

• Marketing only accesses Liqaa and CRM
• Finance only accesses Atlas
• Support only accesses Liqaa

Configure at Settings > Team > Edit Member > Module Access.