coviewMembers and roles
Invite your team to coview, give each person a role, and see exactly what Owner, Admin, Supervisor, Agent and Viewer may do, or build your own role.
Everyone in your workspace has a role, and the role decides what they see and do. Permissions are checked by coview's server on every request; the console's menu only hides what a role can't use. The Team page has the tabs Members and Roles & permissions, plus Audit log for roles that may see it.
Invite people
- Open Team and click Invite people.
- Enter one or more email addresses, pressing Enter or a comma after each. Up to 20 at a time.
- Pick a Role and, if you like, add a message.
- Click Send invitation.
Each person gets an email with a link to join. Invitations expire after 7 days. Under Invitations, an open invitation has Copy link (to share it another way; the link works once, only for that address), Resend (emails the link again with 7 more days) and Revoke.
Pending invitations count toward your plan's seats. When the seats are taken, invitations are refused until you upgrade. See Plans and limits.
People can also join without an invitation: through a domain you verified, or through your single sign-on provider. See Single sign-on and SCIM.
Change a role or remove someone
On the Members tab, pick a new role from the member's Role menu. To remove someone, open the … menu on their row and choose Remove from workspace; they lose access right away.
- Only an owner can make someone an owner.
- Nobody can give someone more access than they have themselves.
- The last owner can't be removed or given another role.
Managing members needs the Invite and remove members permission.
Built-in roles
| Permission | Owner | Admin | Supervisor | Agent | Viewer |
|---|---|---|---|---|---|
| See conversations assigned to them | Yes | Yes | Yes | Yes | — |
| See every conversation | Yes | Yes | Yes | — | Yes |
| Reply to customers | Yes | Yes | Yes | Yes | — |
| Assign and transfer | Yes | Yes | Yes | — | — |
| Delete conversations | Yes | Yes | — | — | — |
| See tickets | Yes | Yes | Yes | Yes | Yes |
| Create, update and solve tickets | Yes | Yes | Yes | Yes | — |
| Watch session recordings and people live | Yes | Yes | Yes | Yes | Yes |
| Show customers on their screen (point and draw) | Yes | Yes | Yes | Yes | — |
| Take over a customer's tab (click and type) | Yes | Yes | Yes | Yes | — |
| Call customers (voice and video) | Yes | Yes | Yes | Yes | — |
| Answer customers' calls | Yes | Yes | Yes | Yes | — |
| See people and who is online | Yes | Yes | Yes | Yes | Yes |
| Edit profiles and tags | Yes | Yes | Yes | — | — |
| Delete people and their data | Yes | Yes | — | — | — |
| Widget, install code and sites | Yes | Yes | — | — | — |
| Workspace settings | Yes | Yes | — | — | — |
| Sign-in, SSO and security | Yes | Yes | — | — | — |
| Delete the workspace | Yes | — | — | — | — |
| See the team | Yes | Yes | Yes | — | — |
| Invite and remove members | Yes | Yes | — | — | — |
| Edit roles | Yes | Yes | — | — | — |
| Dashboards and reports | Yes | Yes | Yes | Yes | Yes |
| Audit log | Yes | Yes | Yes | — | — |
| Plan and invoices | Yes | — | — | — | — |
"See conversations assigned to them" includes the conversations nobody has taken yet.
Custom roles
- Open Team › Roles & permissions and click New role.
- Name it, for example "Support lead", and pick a built-in role to start from.
- Click Create role. It appears as a new column in the table.
- Tick or untick its permissions, then click Save with the role's name.
Custom roles appear in the Role menus next to the built-in ones. The trash button in a custom role's column deletes it. Editing roles needs the Edit roles permission, and you can't give a role a permission you don't have yourself.
A person from coview will help — send us a message, or book a demo and we'll walk through it with you.