DocumentationTeam & roles
Directlee workspaces support multiple team members with role-based access (ManyChat-style org model).
Roles
| Role | Typical access |
|---|---|
| Owner | Billing, connections, all settings, full inbox |
| Admin | Settings, team invites, full inbox |
| Manager | Operational access per RBAC flags |
| Agent | Inbox and assigned conversations; may be limited to assigned chats only |
Exact permissions depend on workspace configuration (e.g. inbox folders, assignment rules).
Inviting members
- Open workspace / team management from the dashboard.
- Send an invite by email.
- The invitee accepts via the link (
/join) and joins the workspace.
Existing Directlee users receive an in-app notification; new users complete signup first.
Inbox assignment
- Assign conversations to agents manually or via org inbox settings.
- Agents with assigned-only mode see only their chats.
- Notifications fire on assignment and due reminders.
Related
- Inbox
- Multi-account setup (connection ownership limits today: one Facebook login / one Page / one Instagram business account per Directlee user — see that page before connecting multiple brands)