Add and Remove Team Members
updated 4 months ago
Having more teammates on Gist helps you manage your sales, marketing and customer communication efforts better, and helps your entire team send out a uniform message to your users.
If you wish to add or delete a teammate on Gist, you will have to go to the Settings page from the taskbar.
Once you’re there, select the ‘Teammates’ option under 'General'.
If you wish to add a new teammate, you will have to invite them to sign up on Gist. Click the 'Invite User' button and in the text box, enter the email address of your teammate, select the appropriate permissions you would like to give them, and then click on ‘Send Invite’.
Gist will then send an invite link to the email address of your teammate, so they can sign up on Gist and start using it immediately. Your teammate will be automatically added to all projects the project that they are invited to.
If your teammate has not received any invitation email from Gist, they can as well create an account on Gist and they will automatically be added to the project that they are invited to.
If you wish to set a teammates access to their account and visibility in the Chat Messenger, you will have to click from the 'Support Access' and 'Appear in Messenger' tab, respectively, then select the appropriate status from the dropdown next to the appropriate teammate.
Note that the number of Support Access you can activate depends on the plan you're in.
If you wish to delete a teammate who is already on Gist, go to the ‘Teammates’ page once again and click the ‘Delete’ button next to the appropriate teammate.
When a teammate is removed from Gist, all future communication from users directed towards them will go to the ‘Unassigned’ thread and other teammates can assign the conversation to themselves manually.
All previous conversation history is preserved and viewable by other teammates, and anyone else on your team can respond to the same thread and continue conversations.
Please note that only the owner of the workspace can add or remove team members.
If you have any questions please reach out to our support team by clicking on the chat icon in the lower right!