Team & Permissions

Invite teammates, roles, custom permissions, contact visibility and your own profile.

4 guides

Team

Invite and add team members Bring teammates into your Vatli workspace with a one-time invite link, by email, or by creating their login directly.
Roles and permissions What Owner, Admin, Agent and Viewer can do, the 10 permissions you can switch on or off per member, and their defaults.
Limit agents to their assigned contacts Turn off "View all contacts" so an agent only sees the contacts and conversations assigned to them.

Your account

Your profile, password, sessions and appearance Update your name, photo and email, change your password, sign out of all devices and choose light or dark mode and an accent colour.